529 Plan Withdrawal Rules for College Financing

If your child is one of the millions of U.S. students who spread their wings to leave the nest and land at a college of their choice this fall, you may be feeling the same mix of excitement and trepidation. While they worry about making new friends and getting good grades while paying for your child’s college education and 529 plan withdrawal rules may be weighing on your mind. After all, the College Board estimates that four-year public school tuition, room and board has skyrocketed 80 percent in the last 20 years.

Read More >>

ESG Investing: Putting Stock in Companies That Do Right

The idea of responsible investing has taken on a whole new meaning recently. More than just about making good investment choices to reach financial goals, the phenomenon of ESG investing considers companies’ responsible practices, not just their current and prospective stock performance.

Read More >>

How to Strengthen the Union Between Women and Financial Planning

It’s not something married women want to think about—the prospect of losing a husband, whether to divorce or death. But, as statistics bear out, the prospect is very real. Up to 50 percent of marriages end in divorce—the stats are even higher for second marriages—and women outlive men by an average five to six years.

Read More >>

How to Ride the Roller Coaster of Current Market Volatility

While many of us ramp up our outdoor activities in June, the stock market has metaphorically lounged under a shade tree. June market performance usually is lackluster at best. In fact, since 1945, the S&P 500 has averaged a .02 percent gain during the month. But, this year, June stocks have taken a roller coaster ride, propelling many to ask what’s behind the current market volatility.

Read More >>

Contact Us

Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904