How a Financial Planner can Help You

Given the complexity of retirement and estate planning, most people will at some time in their life require the services of a financial planner. It is simply not worth the risk to try and go solo when an advisor can provide their professional knowledge and experience to avoid mistakes that could have a long term [...]
My Experience with Assistant Living

My Experience with Assistant Living

My experience with assisted living started shortly after my mom moved back to Missouri. Years ago, when my parents retired, they moved to California. They ended up living there for 27 years. My mom decided about 4 years ago to move back to Missouri to be close to her daughters. My dad had since passed [...]
My Personal Experience with Long Term Care

My Personal Experience with Long Term Care

I am a firm believer that witnessing a family member’s painful experience will shape your outlook and prompt you to do everything in your power to protect yourself from experiencing that same pain. After a lifetime of hard work (and just a few years into retirement), my grandfather had a stroke that paralyzed most of [...]
How the Federal Interest Rate Hike Could Impact You

How the Federal Interest Rate Hike Could Impact You

The Federal Reserve recently announced another increase in short-term interest rates—its third federal interest rate hike this year. It was a move that was expected by most economists and market participants. While the larger impact on the economy may take time to play out, there are a couple areas where it could affect people more [...]
Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor

November 2017 Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, you’ll likely ask yourself some of the following questions at some point on your investment journey. While this is not intended to be an exhaustive list, we hope to [...]
​Are You Getting All of Your Social Security Benefits?

​Are You Getting All of Your Social Security Benefits?

Social Security is the commonly used term for the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. The original Social Security program was signed into law by President Franklin D. Roosevelt in 1935 on the heels of the Great Depression. Social Security is the foundation of economic security for millions of Americans—retirees, disabled persons, and [...]

Wealth Management in Kansas City: Focus on Quality over Quantity

Flip the Yellow Pages to “W” or do an internet search and you’ll find there is no shortage of firms listed as wealth management in Kansas City. However, we question how many actually belong in this category. It seems as though there is a growing number of firms touting their services for comprehensive wealth management. [...]

Finding the Right Financial Planner for Your Needs

So, some significant life event has happened, and you think you’re ready to engage the services a financial planner, but how do you know which Kansas City firm can reliably accommodate your unique needs? For many people financial planning is inadvertently, but easily overlooked. The busyness and activity of their day to day lives consume [...]
Kansas City Investment Firms

Kansas City Investment Firms

You’ve worked for decades and have begun to accumulate a pretty sizable nest egg. This didn’t happen overnight- early on, you made a habit of spending less than you earn and have invested the difference. Now as you approach retirement, you may wonder how you can maximize this nest egg, to give yourself the best [...]
Can You Tolerate the Speed at Which Your Investments Have You Going?

Can You Tolerate the Speed at Which Your Investments Have You Going?

Imagine a world where there were no speed limits. How fast would you go? I’m sure there are certain situations where you might be inclined to push your limits, like if you are running late to an appointment or are especially anxious to get to your destination. Beyond that, for everyday travel, would you be [...]