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...]
Windward Passages: Maintaining Your Financial Records – The Importance of Being Organized
Windward Tax Bulletin: Choosing a Beneficiary for your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn't be the sole … [Read more...]
Windward Community: Famous Kansas Citians
Now you know about our favorite famous investor. Have you ever wondered about other famous people from right here in our home town? Kansas City has been home to some nationally recognized names. Here’s our … [Read more...]
Windward Passages: Six Ideas From A World-Famous Investor
One of our favorite investors is Benjamin Graham (1894-1976). Ben was a Columbia University professor and lifelong friend, and teacher of Warren Buffett. After college, Warren worked for two years at Ben Graham’s firm, Graham-Newman. Warren’s son is even named “Howard Graham Buffett.” Ben is … [Read more...]
Windward Community: 33 Free Things to Do in Kansas City
HELP I’M BROKE With tax day looming, you may not have much extra change for entertainment this weekend. Never fear, we have you covered. In fact, we have you covered for the rest of the year. Just check out this list of 33 Free Things to do in Kansas City. Why not try one each weekend! This … [Read more...]