As a parent you want your kids to become healthy adults functioning in society and a big part of that is learning how to handle money. As kids start to ask questions about money, how do you approach these conversations? Should you pay your child an allowance? Should you have a savings or investment … [Read more...]
Video: Kids and Money Part 1 – Newborn through Middle School
Recorded Webinar: How can I protect myself from cyber fraud and identity theft?
Cyber fraud and identity theft is on the rise. How can you protect yourself and your financial accounts? Hear Darrell Tierney, Drew Osborne and Brandy Ward discuss common scams they're seeing, how you can protect yourself, and ways Windward protects clients. This content is provided … [Read more...]
The American Rescue Plan Act
The American Rescue Plan Act, recently passed by Congress, has now been signed into law. While the act has many provisions that address a wide range of topics, we wanted to provide you with a brief overview of several tax provisions applicable to individuals. Recovery Rebates The act provides for … [Read more...]
Video: Tax Planning Issues for Retirees
Hear Emily Petty and Matt Bellomo discuss tax planning issues for retirees. Our checklist highlights things you may not have considered that can have a tax impact, planning opportunities, tax saving tips, and more. From investment income and capital gains tax to deducting medical expenses, our quick … [Read more...]
New $300 Deduction For Cash Contributions
Cash donations up to $300 that were made to qualified charitable organizations in 2020 are now tax deductible, even if you don’t itemize your deductions. The Coronavirus Aid, Relief and Economic Security Act (CARES Act) that was passed in March 2020 included the tax law change to help support … [Read more...]