Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and tried to organize the information in a way that is easily digestible and focused on [...]
Building Wealth, Financial Planning
At the beginning of the year, many of us set New Year’s resolutions and goals. When it comes to creating these resolutions, some people vow to be more organized with their finances, but only a few are willing to do the work it takes to achieve this goal. According to Huffington Post, only 8% of [...]
Financial Advisor, Financial Planning
What if there was a better way to have your assets managed? There is. Set a 10 minute call with the best kept secret in Kansas City Set a Call! You owe it to yourself and your family to get a second opinion. You deserve a top-notch client experience - one where you are a priority, not just another account number. Welcome [...]
Financial Advisor, Financial Planning
Though the recession of 2008 is long over, many Americans are still struggling to save. A survey by the Certified Financial Planner Board of Standards shows that most are worried that they won’t reach their financial goals. Approximately 50 percent of respondents don’t put money aside each month as a result of financial pressures Major [...]
Financial Planning, Investing
Unless you're already wealthy, retirement planning does not begin with retirement planning. That may sound like an odd thing for our firm, The Retirement Planning Group (TRPG) — headquartered in Overland Park, KS and 12 miles south of Kansas City — but the reality is that financial planning and everything it encompasses must be addressed [...]
Financial Advisor, Financial Planning
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 [...]
