As I’m writing, the market is down roughly 7% in three weeks. When the markets turn volatile and confusing, even the most patient investors may come to question the wisdom of the investment plan they are following. Difficult markets come and go, but it’s important to remember that your plan … [Read more...]
Windward Passages: Keep Your Eyes on the Horizon
Windward Tax Bulletin: Navigating IRA Early Distribution Rules
Distributions from Traditional IRAs: Prior to Age 59½ In general A withdrawal from an IRA is generally referred to as a distribution. If you receive a distribution from your traditional IRA before you reach the age of 59½, the federal government considers this a premature distribution. Like … [Read more...]
Windward Community: Wineries in the Kansas City area
Fall is a great time of year to enjoy the fruits of local vineyards. The Kansas City metropolitan area has lots of wineries to explore. From Olathe to Independence to Excelsior Springs, there are many local wineries to check out. Even if you aren’t a wine connoisseur, these wineries have lots of … [Read more...]
Windward Passages: Credit Freeze Changes
Massive computer hacks and data breaches are now common occurrences-an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit card accounts, make unauthorized transactions in your name, and … [Read more...]
Windward Tax Bulletin: Asset Protection in Estate Planning
You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit … [Read more...]