It’s not what you look at that matters, it’s what you see.
– Henry David Thoreau
What to Know About Reviewing Your Cash Flow
Perhaps your income streams have changed and affected your debt and taxes. Perhaps essential and discretionary spending has crept up over time, which can affect your debt and goal funding. Or maybe your savings goals have changed, which can affect your discretionary spending.
Take a few moments to review this checklist to see if there are any areas that may need revisiting.
Other Cash Flow Considerations
As you review your cash flow, questions may come up. We’ve highlighted some of the most frequent questions we hear from our clients. Each question has an associated checklist that highlights key considerations.
- What should I consider when funding an unexpected expense?
- What if I experience a sudden wealth event?
- What accounts should I consider if I want to save more?
- What should I consider when dealing with high inflation?
While checklists can help you spot great ways to identify different opportunities to consider, we are always available to discuss your finances and goals and to identify what the best opportunities are for you.
Our new Northland Windward office is open!
Our new Kansas City North office is now open. This office is by appointment only but Drew is there most days if you plan to drop by. Our Northland address is:
851 NW 45th St., Suite 106
Kansas City, MO 64116
Photo of the Week
Nick judging a recent Missouri State DECA competition held at Crown Center.
This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
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