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Windward Blog Categories

stacked coins represent inflation
Rising Prices

It’s all about rising prices. The markets never really like surprises and things that are new or not…

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A Look at the Economy

You know you are getting older when you start to say, “I remember when I saw this before.”…

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Don’t Ignore Inflation as it Relates to your Planning

For many years, we have been experiencing inflation in the healthcare industry.  Now we are seeing inflation in…

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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…

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lifestyle goals
Goals-based wealth management helps you invest for your lifestyle Investment portfolios are as unique as people. No two are the same. Since investments and wealth-planning strategies come…

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Womens Natural Tendencies Help Them to Invest Smarter
Women’s Natural Tendencies Help Them Invest Smarter

Kim Molitor: Relationship Manager When you are working with women, trust is probably the most important aspect of…

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