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Windward Financial Advisors
2077 Somerville Rd.
Suite 320
Annapolis, MD 21401
T: 443.214.7777
F: 866.207.9155
TF: 844.808.7927
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How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
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Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
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Business Ownership
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
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Business Ownership
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
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Economy & Policy
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