WINDWARD INSIGHTS

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6/24/26

Estate Planning Essentials

How Windward coordinates with your attorney to protect your wealth

Coming Soon

Roth Conversions Explained

3/5/26

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Recent Wealth Insights

Wealth Insights
How to Build a Tax-Efficient Portfolio
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Asset location, tax-efficient investing, and how to minimize taxes on your portfolio by placing the right investments in the right accounts.

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Medicare Planning for Pre-Retirees
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Medicare enrollment, IRMAA surcharges, and how to coordinate Medicare with Roth conversions and your retirement income.

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Mid-Year Tax Planning Moves to Make Now
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Mid-year tax planning moves that matter most in 2026 — Roth conversions, tax-loss harvesting, capital gains planning, and more.

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The Psychology of Enough
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How behavioral finance principles affect retirement decisions and how to build a plan you will actually stick with.

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Education Planning for Families and Grandparents
Education Planning for Families and Grandparents

How families and grandparents can fund education tax-efficiently using 529 plans, direct tuition payments, and gifting strategies.

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