Windward Private Wealth Management

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Home » Resources » Windward Passages

RMD Considerations, Tax Filing Season Has Started, & Game Show Battle Room

Posted on: February 1, 2023

Game Show Battle Room

In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. -Benjamin Graham   What Issues Should You Consider When Reviewing your RMD? The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the … [Read more...]

Filed Under: Newsletter

High Inflation Considerations, Retirement Investing Tips, & Urban Air

Posted on: January 27, 2023

Emily Petty and her daughter Jade at a recent visit to Urban Air

The people who are crazy enough to think they can change the world are the ones who do. -Steve Jobs   What Issues Should You Consider When Dealing with High Inflation? High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to … [Read more...]

Filed Under: Newsletter, Recent Posts

High Inflation Considerations

Posted on: January 27, 2023

Investing for Retirement

High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to address high inflation and to see if changes to your personal finances are needed: What Issues Should I Consider When Dealing With High Inflation If you need guidance on managing … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Recent Posts, Retirement Savings & Income Planning

Five Keys to Investing for Retirement

Posted on: January 27, 2023

Investing for Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. 1. … [Read more...]

Filed Under: Building Wealth, Retirement Savings & Income Planning

RMD Updates & SECURE Act 2.0, Estimating Retirement Income, Garden of the Gods

Posted on: January 19, 2023

Brandy Ward with her children, Briggs and Collins

All great changes are preceded by chaos. -Deepak Chopra What issues should you consider regarding changes made by the SECURE Act 2.0? SECURE Act 2.0 implements several changes that may impact you. This checklist highlights the important changes that may affect your finances, identify some … [Read more...]

Filed Under: Recent Posts

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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
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
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913-381-7411

 

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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