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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.”…

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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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RMD
A Hidden Benefit of the Coronavirus Stimulus Bill: You Can Wait to Take Your RMD

Originally published by Yahoo! Finance The coronavirus stimulus package, known as the CARES Act, working its way through…

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women financial planning
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…

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torpedo proofing
Introducing Torpedo Proofing: Protecting Your Retirement Investment We spend decades dreaming of the lives we will lead after retirement. But, even the most successful industry…

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investment review
Win by Not Losing: Unemotional Investment Management A portfolio is a group of assets set aside for some need or spending in the future. The…

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