Tax Loss Selling

Tax Loss Selling

 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 [...]
Repairing Your Investment Portfolio Amid COVID-19

Repairing Your Investment Portfolio Amid COVID-19

 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 [...]
State Tax Deadlines

State Tax Deadlines

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 [...]
Is Travel in Your Future?

Is Travel in Your Future?

Many people take time in their retirement years to indulge in travel If this is part of your hope for retirement, consider the idea of using a travel planner or travel agent to make your trip a reality. While the Internet provides a wealth of information, it does not work to keep you on budget or [...]