Looking for something fun to do tonight to celebrate Independence Day? There is a lot going on in the metro area this week and weekend – from Worlds of Fun BBQ & Boom, to celebrating at the K with the Royals, to Overland Park’s Star Spangled Spectacular event. You can check out all that’s … [Read more...]
Windward Community: 4th of July Fun in KC
Windward Passages: This Is Not A Financial Plan!
Do you have a financial plan? What is a financial plan? We can tell you what is not a financial plan… A plan is not a:a portfolio an asset allocation a personal financial statement a budget a savings account an employer retirement planIf you are accumulating money for a … [Read more...]
Windward Tax Bulletin: Tax Benefits of Home Ownership
In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated with home ownership apply mainly to … [Read more...]
Windward Community: A Favorite Spot of Ours
Can you guess which town just outside Kansas City was originally a steamboat landing? That was formally platted by Colonel George S. Park? That features quaint shopping, dining and a historic downtown? And a charming university? Still guessing?If you haven’t been to the small town of … [Read more...]
Windward Passages: Maintaining Your Financial Records – The Importance of Being 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...]