Windward Blog Categories

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

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…

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…

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…

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…

Decoding Financial Advisor Commission
When you work with a financial advisor, you deserve to know how they are paid for their services.…