Coping with Identity Theft In general Whether they're snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they're out to get you. Who are they? Identity thieves. Identity thieves can empty your bank account, max out your credit cards, open new … [Read more...]
Windward Passages: Protect Yourself From Identity Theft
Windward Kansas City Financial Advisors Tax Bulletin: Help! I Can’t Pay My Tax Bill
You're almost done with your federal income tax return, and you're already thinking of ways to spend your refund. Then, the unthinkable happens — instead of a refund, you find that you owe $3,000. Or perhaps you've just received an IRS notice in the mail claiming that you owe $9,000 for the … [Read more...]
Windward Kansas City Financial Advisors Tax Bulletin: Tax Cuts and Jobs Act
529 Plans Expanded In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the … [Read more...]
How to Invest Sensibly In Uncertain Times
Over the last few weeks we’ve been discussing bull markets. Particularly, how different investors react to them and why it is so hard to predict when they will end. The market has been on a pretty good run over the last 8 or so years. We know this has to end, but we don’t know when. So how … [Read more...]
How should I invest in a bull market?
If you have been paying attention to financial markets for the past eight years you may have noticed that we are in a bull market. You may be wondering what you should do. If so, you are in the right place. There are three types of investors when it comes to a bull market: Overly confident … [Read more...]