Investing Tips

Our investment content was created to help provide resources and tools to help you become an informed investor. 

Always Tell Me the Odds

Always Tell Me the Odds

Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest release—Solo: A Star Wars Story. Even people who aren’t a [...]

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Creating the Desired Financial Future With Financial and Investment Planning

[ultimate_modal modal_contain="ult-vimeo" modal_on="image" btn_img="id^21319|url^https://planningretirements.com/wp-content/uploads/2014/04/video-template.jpg|caption^Financial planning|alt^Financial planning|title^video-template|description^Financial planning" modal_size="medium" overlay_bg_opacity="80" css_modal_box=".vc_custom_1507821777280{margin-top: 35px !important;}"][/ultimate_modal] Retirement Reality Check A free, no-hassle, quick 10 minute call See how prepared you are Learn about the process to get on track Learn how retirement has changed Schedule an appointment Unless you're already wealthy, retirement planning does not begin with retirement planning. [...]

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How the Federal Interest Rate Hike Could Impact You

How the Federal Interest Rate Hike Could Impact You

The Federal Reserve recently announced another increase in short-term interest rates—its third federal interest rate hike this year. It was a move that was expected by most economists and market participants. While the larger impact on the economy may take time to play out, there are a couple areas where it could affect people more [...]

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Kansas City Investment Firms

[ultimate_modal modal_contain="ult-vimeo" modal_on="image" btn_img="id^21319|url^https://planningretirements.com/wp-content/uploads/2014/04/video-template.jpg|caption^Financial planning|alt^Financial planning|title^video-template|description^Financial planning" modal_size="medium" overlay_bg_opacity="80" css_modal_box=".vc_custom_1507821777280{margin-top: 35px !important;}"][/ultimate_modal] Retirement Reality Check A free, no-hassle, quick 10 minute call See how prepared you are Learn about the process to get on track Learn how retirement has changed Schedule an appointment You’ve worked for decades and have begun to accumulate a pretty sizable [...]

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The Importance of Portfolio Monitoring

The Importance of Portfolio Monitoring

A fire pit and portfolio monitoring. I recently completed a backyard renovation project of building a fire pit and seating area where an old tree stump had been. I wanted to have rocking chairs around the fire pit, so I decided to use stone pavers for six designated spaces. After clearing and prepping the ground, [...]

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