What is NAPFA and why is it so important to Windward? NAPFA (National Association of Personal Financial Advisors) is an organization of fee-only, comprehensive financial advisors who adhere to a strict code of ethics and are fiduciaries. NAPFA members are committed to providing objective, … [Read more...]
Windward Passages: Windward and NAPFA
Windward Passages: State of the Firm Address
Happy 2019 to our clients and friends, The past year was very good to Windward. We are fortunate to work with over 200 client families, to help them preserve capital, develop a plan and save taxes. We believe Windward’s future is bright and in good hands. We want to share several recent Windward … [Read more...]
Windward Community: Goal Setting
Setting goals is an important aspect of life. It helps you identify what’s truly important to you. It boosts motivation, drives ambition, and gives your life direction. Goal setting gives you something to focus on, a destination to reach, something to aspire towards. When that goal is complete, … [Read more...]
Windward Tax Bulletin: Required Minimum Distributions
What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age … [Read more...]
Windward Community: Meet Our New Tax Manager, Brad!
We are so grateful for our new addition to the team, Brad Harrison! Brad has joined our team to provide income tax planning services and tax return preparation. He will also be helping with securities law compliance. Brad is a KU graduate and a CPA. Brad is a former Windward intern and we are so … [Read more...]