Whether it’s hacking into your bank account, making fraudulent purchases with your credit card, or filing unemployment claims under your name, identity theft occurs all the time. At Windward, we frequently hear from clients that are victims of identity theft and are left to clean up the mess … [Read more...]
Dealing with Identity Theft
Recorded Webinar: Open Enrollment Time!
Have questions about enrolling for health insurance and other employer/employee benefits? Key Conversations: Options that may be available to employers/employees Health insurance options Health Savings Accounts (HSAs) Life & disability insurance options Dependent Care Flexible … [Read more...]
Windward Passages: Help! It’s Open Enrollment
Open enrollment starts November 1 and runs through December 15th. Below, are considerations during open enrollment season. 1. Health Insurance The most common consideration during open enrollment - it's important to consider if your current health insurance plan is optimal for you and your … [Read more...]
Windward Passages: Umbrella Liability Insurance
Umbrella Liability Insurance When your local weather forecaster tells you that it's going to rain, what do you do? That's easy--you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella liability insurance (ULI) can do just that. By … [Read more...]
Windward Passages: Understanding Risk
Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under … [Read more...]