Investing, Retirement Planning, Tax Planning, Videos
Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video. Video Transcription: Hey, my name is Kevin Conard. If you're over age 55, an investor, and [...]
Investing, Retirement Planning, Videos
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That's why we created this 3-minute video about how rebalancing your investment portfolio can help repair some of the damage from the COVID-19 pandemic. Video Transcription: Hey, Kansas City, my [...]
Market Events, Retirement Planning, Tax Planning
While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all states have complied with this extension. For instance, on April 2, 2020, the state of Kansas announced that they will now be moving their 1st quarter estimated payment due date to July 15th (coinciding with the [...]
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 [...]
Financial Advisor, Retirement Planning
Most people are looking forward to their retirement. They are planning to make the most of their departure from the working world, perhaps by traveling, writing the next great American novel or spending quality time with family. However, saving enough to fund these goals and maintain preferred lifestyles is a large obstacle for many. Getting [...]
