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...]
The American Rescue Plan Act
Dealing with Identity Theft
Whether it’s hacking into your bank account, making fraudulent purchases with your credit card, or filing unemployment claims under your name, identity theft occurs all the time. At Windward, we frequently hear from clients that are victims of identity theft and are left to clean up the mess … [Read more...]
Windward Passages: Caring for Your Aging Parents
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the … [Read more...]
Windward Passages: Maintaining Your Financial Records – The Importance of Being Organized
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...]
Overcome Confirmation Bias to Avoid Financial Ruin
Author: Brent Lemieux CFA® CPA Your biases can have extremely large, negative impacts on your portfolio. One of the most pernicious biases is confirmation bias. The confirmation bias is the tendency to seek out and favor information that confirms what we already believe, while ignoring the … [Read more...]