You're almost done with your federal income tax return, and you're already thinking of ways to spend your refund. Then, the unthinkable happens — instead of a refund, you find that you owe $3,000. Or perhaps you've just received an IRS notice in the mail claiming that you owe $9,000 for the … [Read more...]
Windward Kansas City Financial Advisors Tax Bulletin: Help! I Can’t Pay My Tax Bill
Windward Kansas City Financial Advisors Community and Crew
Windward Community Who Said There's "No Free Lunch"? Spring is around the corner and NCAA Basketball is upon us. If you enjoy sports and want a real treat, next time you visit our North Kansas City office at 2101 Burlington Street, North Kansas City plan a lunch at Chappell’s Restaurant and Sports … [Read more...]
Windward Kansas City Financial Advisors Tax Bulletin: Tax Cuts and Jobs Act
529 Plans Expanded In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the … [Read more...]
Windward Kansas City Financial Advisors Community and Crew
WINDWARD COMMUNITY Are you feeling the love? On Valentine’s Day at the Historic City Market, twelve couples will tie the knot every fifteen minutes from 2:00 until 5:00 p.m. with FREE wedding ceremonies. If you pop the question and want to partake in the fun, you’ll have to wait until 2019. This … [Read more...]
How should I invest in a bull market?
If you have been paying attention to financial markets for the past eight years you may have noticed that we are in a bull market. You may be wondering what you should do. If so, you are in the right place. There are three types of investors when it comes to a bull market: Overly confident … [Read more...]