With summer here, Windward can’t help but think about life on the water and boats. Whether it’s sailing, fishing, swimming, or beach lounging, we love all things water-related and look forward to summer every year. If you need a break from the stock market and financial planning, here are a few … [Read more...]
Windward Community: Waterside fun in the Kansas City Metro
Windward Tax Bulletin: Converting IRAs to Roth IRAs
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 Roth IRA Conversions With the lure of tax-free distributions, Roth IRAs are popular retirement savings vehicles. One way to fund a Roth IRA is to convert some or all of your IRA or retirement plan money to a Roth … [Read more...]
Windward Community: Linden Square
Looking for some free summer fun in the Kansas City area? Located in the heart of Gladstone, Missouri, just 10 minutes outside of downtown Kansas City is Linden Square. It’s an outdoor event space that comes alive with local art, movies, music, food, and more. Almost weekly, there is something … [Read more...]
Windward Passages: Understanding Indexes
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is an index? An index is a group of securities reflecting a securities market or a particular segment of a securities market. It is used to measure and report the fluctuations of the market or market corner it … [Read more...]
Windward Tax Bulletin: Qualifying for the Home Office Deduction
Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It's no secret that you generally can't deduct certain personal expenses (e.g., homeowners insurance, … [Read more...]