For many reasons, cryptocurrencies have been a hot topic recently and will likely continue to be for the foreseeable future. We have received questions from clients regarding investing in cryptocurrencies, the future of blockchain technology, and how we view these topics within our general … [Read more...]
Perspective on Crypto
How Secure Is Social Security?
If you're paying attention to the news, you've probably come across story after story on the health of Social Security. And, depending on the actuarial assumptions used and the political slant, Social Security has been described as everything from a program in need of some adjustments to one in … [Read more...]
Recorded Webinar: How can I protect myself from cyber fraud and identity theft?
Cyber fraud and identity theft is on the rise. How can you protect yourself and your financial accounts? Hear Darrell Tierney, Drew Osborne and Brandy Ward discuss common scams they're seeing, how you can protect yourself, and ways Windward protects clients. This content is provided … [Read more...]
The American Rescue Plan Act
The American Rescue Plan Act, recently passed by Congress, has now been signed into law. While the act has many provisions that address a wide range of topics, we wanted to provide you with a brief overview of several tax provisions applicable to individuals. Recovery Rebates The act provides for … [Read more...]
Where is my stimulus payment?
As the coronavirus (COVID-19) continues to affect our country and local communities, we want to provide some clarity to the tax-related provisions of the CARES Act. The "economic impact payments" for individuals have garnered the most interest and have received a great deal of media attention over … [Read more...]