Windward Private Wealth Management

Windward Private Wealth Management

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Risk Management & Insurance Planning

Home » Risk Management & Insurance Planning » Page 5

Windward Passages: Maintaining Your Financial Records – The Importance of Being Organized

Posted on: June 5, 2018

keeping your financial records organized

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Other Resources, Recent Posts, Risk Management & Insurance Planning, Self-Employed

Windward Tax Bulletin: What Will You Pay for Medicare in 2018?

Posted on: April 23, 2018

Medicare in 2018

The Centers for Medicare & Medicaid Services (CMS) has announced that the standard monthly Part B premium in 2018 will remain $134 (or higher, depending on your income). In 2017, most Medicare beneficiaries who received Social Security benefits paid a lower monthly premium ($109, on average). … [Read more...]

Filed Under: Financially Independent, Income Tax Planning, Leaving a Legacy, Recent Posts, Risk Management & Insurance Planning

Windward Passages: Protect Yourself From Identity Theft

Posted on: April 9, 2018

Protect Yourself From Identity Theft

Coping with Identity Theft In general Whether they're snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they're out to get you. Who are they? Identity thieves. Identity thieves can empty your bank account, max out your credit cards, open new … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Recent Posts, Risk Management & Insurance Planning

Too Good To Be True Tax Planning

Posted on: September 19, 2016

Too Good To Be True Tax Planning

Author: Darrell R. Tierney CFP® CPA PFS Let’s talk about one of the best Federal income tax benefits available. Most tax benefits are symmetrical. If your account contributions are deductible (i.e. a traditional IRA), your account distributions are taxable.  Similarly, if your contributions are … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Recent Posts, Retirement Savings & Income Planning, Risk Management & Insurance Planning

How can you get a copy of your credit report?

Posted on: January 11, 2016

copy of your credit report

  You can request your credit report by mail or online. Visit www.annualcreditreport.com. Here you can either view the report online or download a request form to have your report mailed. There are three credit report agencies: Experian, TransUnion, and Equifax. Each provides a free … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts, Risk Management & Insurance Planning

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Windward Private Wealth Management Inc
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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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