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: Open Enrollment Time!
Have questions about enrolling for health insurance and other employer/employee benefits? Key Conversations: Options that may be available to employers/employees Health insurance options Health Savings Accounts (HSAs) Life & disability insurance options Dependent Care Flexible … [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...]