All About Financial Planning
Our financial planning content was created to help provide resources and tools to support you throughout your financial journey.
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 [...]
When you are adjusting to life as a new parent, estate planning is unlikely to be at the top of your to-do list. You are probably preoccupied with matters such as car seats, pediatricians, and child care options, all while trying to sneak in a bit of sleep. But becoming a new parent makes preparing [...]
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 [...]
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 [...]
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 [...]
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 [...]
Anyone can hang out a shingle as a financial advisor, so it can be tough sorting out the “outstanding” from the merely “OK.” But if you need help with financial decisions, it’s worth persevering. A first-rate financial advisor can save you money and a lot of worry in the long run — and, of course, [...]
Building your wealth requires solid investments, but designing a successful portfolio is no easy task. Even the most experienced financial advisors get it wrong sometimes, and investors new to the market typically make a lot of mistakes in their first few years. The solution is to choose a certified financial planner to manage your investments [...]
How much does a financial advisor in Kansas City, Missouri, make? The short answer is a pretty good living! The median financial advisor Kansas City salary is $89,331 per year, which is 32 percent more than the national average. So, it’s a well-paid industry. Like any profession, there are extremes. Junior advisors typically earn less [...]
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 [...]
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 [...]
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 [...]
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