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...]
Where is my stimulus payment?
Establishing an Emergency Fund
Crises always seem to strike at the worst time. The next time you need unexpected car maintenance or a new HVAC system ASAP, a financial safety net could be in place to provide some resolution to these financial stressors. This can be accomplished by establishing and maintaining a cash reserve that … [Read more...]
Recorded Webinar: How Might the November Election Affect My Portfolio and Financial Plan?
The November election will take place during a global pandemic, and a recessionary economy. What was discussed during this webinar: • Are there wealth management plan changes that should be considered now and in the coming months? • Are there tax planning moves I should consider? • Is it … [Read more...]
Recorded Webinar: Advisory Panel Discussion and Q&A
On June 11th the Windward Private Wealth Management advisors held an advisory panel discussion online. The first part of the webinar we discussed: Planning opportunities around Health Savings Accounts (HSAs) Tax saving strategies around home office planning and more Investment mistakes … [Read more...]
Advisory Panel Discussion and Q&A
Join us as the Windward Private Wealth Management advisors hold an advisory panel discussion online. Our discussion is open to any and all who can attend. Thursday June 11, 2020 at 2:00 PM (CST) Register for the webinar here. The first half of the webinar we will discuss: Planning … [Read more...]