Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • Services
    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Windward Passages

Home » Resources » Windward Passages

What Issues Should I Consider at the Start of the Year?

Posted on: January 11, 2023

The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make a fresh start this year, here is a checklist that covers fundamental financial considerations: What … [Read more...]

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

2023 Goal Planning

Posted on: December 30, 2022

The start of a new year is a great time to reassess your financial goals and the steps you are taking to achieve those goals. Do you have financial goals but aren't sure how to take the first step? As you look through this master list of financial goals, remember that we are always available to … [Read more...]

Filed Under: Other Resources, Recent Posts

Retirement Investors Get Boost, 2023 Goal Planning, & Powercat in the BVI

Posted on: December 30, 2022

For last year's words belong to last year's language. And next year's words await another voice. -T.S. Eliot Retirement Investors Get Another Boost from Washington Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by … [Read more...]

Filed Under: Recent Posts, Weekly Newsletter

Retirement Investors Get Boost from Washington

Posted on: December 30, 2022

Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress  last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs. Dubbed the SECURE 2.0 Act of 2022 after the similarly sweeping … [Read more...]

Filed Under: Current Events, Recent Posts, Retirement Savings & Income Planning

Merging Finances, Year-End Planning, Santa Visit

Posted on: December 22, 2022

The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart. -Helen Keller   Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is … [Read more...]

Filed Under: Recent Posts, Weekly Newsletter

  • «
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 46
  • »

Subscribe

Windward Passages

Sign up here to get weekly financial insights delivered to your inbox

Recent Posts

  • Tax Filing Season Has Started
  • RMD Considerations
  • High Inflation Considerations, Retirement Investing Tips, & Urban Air
  • High Inflation Considerations
  • Five Keys to Investing for Retirement

Categories

  • Budgeting, Cash & Debt Management
  • Building Wealth
  • Charitable Giving
  • Current Events
  • Education Planning
  • Estate Planning
  • Financially Independent
  • Getting Started
  • Income Tax Planning
  • Investment Planning
  • Leaving a Legacy
  • Other Resources
  • Recent Posts
  • Retirement Savings & Income Planning
  • Risk Management & Insurance Planning
  • Self-Employed
  • Webinars & Videos
  • Weekly Newsletter

Archives

Windward Private Wealth Management Inc
Contact Us
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
Hours of Operation:
By appointment only
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.
Copyright © 2020 - All rights reserved  | Site Map | Privacy Policy | Terms of Use |
Site by Thrive Internet Marketing Agency

Our last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116