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 in all shapes and sizes, reviewing your personal goals should be a priority in wealth management.

Investment portfolios are as unique as people. No two are the same. Since investments and wealth-planning strategies come in all shapes and sizes, reviewing your personal goals should be a priority in wealth management.

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Tax Strategies for High Income Earners: What You Need to Know

We are right in the middle of the 2017 tax filing season, and there are several tax strategies for high income earners that should be considered with the signing of the new tax reform in December 2017. When we use the term high income earners, we are referring to those who fall in the upper middle class and high-income ranges. Single filers who report income of $157,500 and above and married couples who file jointly with an income of $237,950 or more fall into this category and are encouraged to learn more about how the new tax law will affect their 2018 tax situation.

We are right in the middle of the 2017 tax filing season, and there are several tax strategies for high income earners that should be considered with the signing of the new tax reform in December 2017. When we use the term high income earners, we are referring to those who fall in the upper middle class and high-income ranges. Single filers who report income of $157,500 and above and married couples who file jointly with an income of $237,950 or more fall into this category and are encouraged to learn more about how the new tax law will affect their 2018 tax situation.

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Cybersecurity: How to Protect Yourself Online

Cybersecurity issues are a constant threat to all of us—as individuals and in our businesses and organizations. These threats require constant vigilance as criminals find new ways to infiltrate online systems. There are many ways to stay safe on the internet, whether you are making a business transaction or sharing a social media update.

Cybersecurity issues are a constant threat to all of us—as individuals and in our businesses and organizations. These threats require constant vigilance as criminals find new ways to infiltrate online systems. There are many ways to stay safe on the internet, whether you are making a business transaction or sharing a social media update.

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Frugal Habits of the Wealthy

Kim Molitor of Windward Wealth Strategies talked about what she’s learned about spending and saving money in a recent Women Magazine article, The frugal spending habits of the wealthy(p. 28-29). The article discusses the common habits of wealthy people—habits that helped them build their wealth.

Kim Molitor of Windward Wealth Strategies talked about what she’s learned about spending and saving money in a recent Women Magazine article, The frugal spending habits of the wealthy(p. 28-29). The article discusses the common habits of wealthy people—habits that helped them build their wealth.

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Contact Us

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