Financial Planning | Windward Wealth Strategies

Experts Offer Personal Financial Advice

Over the years, you’ve received plenty of advice on how to make the most of your money — pay yourself first, invest for the long-term, shop smart — but what recommendations are most important to follow? Kim Molitor weighs in on personal finance tactics she uses in the January edition of Women Magazine.

Election Results Are In… Now What?

Our job as investment advisors is to find winning areas of the market for our clients. This means we have to divorce ourselves from personal political feelings and adapt to the ever-changing environment around us, such as choosing a new president-elect. Regardless of who wins a presidency and what side of the aisle he or she represents, the market will typically have winners and losers. It is our job to methodically find the winners.

Taxes Matter: Capital Gains Tax

“My Investment Account Lost Money and I still have to pay Taxes on the Capital Gains?” Is this a frequent question you receive from High Net Worth Clients? Your clients just need a firm that emphasizes tax efficiency. Managing Taxes is not difficult to do. Here’s why….

Masters Tournament® Lessons For Financial Planning

I had the privilege of attending the Masters Tournament® in Augusta, GA this past week, definitely not as a participant, but as a “patron”. It’s not the first time I’ve been there, but as a golfer and enthusiast, every time is special and unique. They’ve changed a few things since I last attended seven years ago.

Experts Offer Personal Financial Advice

Election Results Are In… Now What?

Taxes Matter: Capital Gains Tax

Masters Tournament® Lessons For Financial Planning

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