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: Caring for Your Aging Parents
Windward Tax Bulletin: Am I Having Enough Withheld?
If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file your return, … [Read more...]
Windward Community: Take a Hike!
Spring is finally here! We’ve had a rough winter in Kansas City and we are ready to get outside and enjoy some fresh air. A great way to spend quality time with your friends, family, or take some time for yourself is to hike in a nearby park or nature preserve. You don’t have to look … [Read more...]
Windward Passages: Protecting Your Child’s Identity
As parents, we do everything we can to protect our children. We lock doors before bed every night, teach them about “stranger danger”, and make sure they wear a helmet on their bike ride. But how do we protect them from identity theft? It might not seem like a real threat but a child credit … [Read more...]
Windward Tax Bulletin: The Pros and Cons of a Big Tax Refund
With the first post-tax reform filing season in full swing, people all over Kansas City are having to adjust to tax refunds much larger or much smaller than the refunds they are used to receiving. Whether you prefer to receive a big refund or not, nobody enjoys a big surprise when their tax returns … [Read more...]