All About Building Wealth
Our building wealth content was created to help provide resources and tools to support you throughout your life journey.
A Solid Home Needs a Solid Foundation
No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It takes time, patience, discipline, and accountability. As with building a home, financial success starts with a good plan and a solid foundation. Many investors make a couple of key mistakes – starting [...]
Do you want a quarter inch drill bit or a quarter inch hole?
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few different checking or savings accounts, a random mutual fund exists out there “somewhere” and you know you’ve left a few old 401ks behind at previous jobs. Toss in some life insurance [...]
8 Steps to Becoming Financially Organized
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 [...]
The Neglected HSA
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look at whether they can afford to invest in Roth IRAs or even back-door Roth IRAs. Health Savings Accounts (HSAs) get a lot less attention, but they can be a powerful place to save [...]
Maximizing the Savings with 529 Plans
One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a 529: to pay K–12 tuition. What does this mean for you? If your child is [...]
Grandparents and the 529 Plan
Without a doubt, one of the biggest challenges our younger clients face is the prospect of funding college education for their children. We hear from many parents who feel as though this is an unattainable goal. That’s understandable. The average annual cost of college in the U.S. for a public in-state university is around $25,000 [...]
The 5 Stages of Building Wealth
I am usually not a big fan of “rules of thumb” especially when it comes to financial planning. Mainly because financial planning is so tied to each person’s unique set of circumstances. What works for some may not work for others. As a result, this often leaves people wondering where they stand in their financial [...]
Getting Yourself College Ready
Whether it's your first child or your last-child, sending your kids off to college can be challenging, emotional and at times extremely stressful. One of the most important things that you can do to make this transition easier is to be prepared. If you have young kids, college seems like an eternity away. Let me [...]
Choosing The Best Bank For You
Many people take their banks for granted until the day comes when they find out that their bank is being dishonest with their money. When the story broke over Wells Fargo and the creation of over 2 million fake accounts under customers’ names, people began to take a closer look at their own bank. When [...]
The Best Personal Finance Tools For Organization
Imagine sitting down at your desk or a kitchen table, sifting through dozens of receipts over the last year and bank statements to track your money. You probably feel overwhelmed by the amount of paper or even frustrated by missing documents and gaps in your financial tracking. Does this scenario seem familiar? Personal finance looks [...]
A Local Financial Advisor In Kansas City Can Help With Your Planning
Plan For The Future With A Local Financial Advisor In Kansas City Ask a financial advisor Kansas City about obtaining financial peace of mind for you and your family. What is the number one question families in Kansas City ask a financial advisor when it comes to financial planning: Where do I start to obtain [...]
Kansas City Financial Planners | Comprehensive Wealth Management
Experience Financial Freedom With Total Wealth Management Our financial planners can help you achieve lifelong financial peace. Managing your money doesn’t have to be overwhelming and daunting. Whether you’re just starting out in planning for your future or you need to ensure you’re set up for an easy retirement, our financial planners can help you [...]
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