All About Retirement

Our retirement content was created to help provide resources and tools to support you throughout your journey towards retirement. 

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 [...]

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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 [...]

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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 [...]

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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 [...]

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My Experience with Assistant Living

My Experience with Assistant Living

My experience with assisted living started shortly after my mom moved back to Missouri. Years ago, when my parents retired, they moved to California. They ended up living there for 27 years. My mom decided about 4 years ago to move back to Missouri to be close to her daughters. My dad had since passed [...]

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​Are You Getting All of Your Social Security Benefits?

​Are You Getting All of Your Social Security Benefits?

Social Security is the commonly used term for the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. The original Social Security program was signed into law by President Franklin D. Roosevelt in 1935 on the heels of the Great Depression. Social Security is the foundation of economic security for millions of Americans—retirees, disabled persons, and [...]

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The Importance of Being Financially Independent

The Importance of Being Financially Independent

Financial Independence? Are you someone that wishes to retire early? Retiring early has become a more important thing among many working individuals. To me, the word retirement just doesn’t feel right. Maybe it’s because for the longest time the word “retirement” has been associated with a rocking chair on a porch. For many, early retirement [...]

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Ready for Retirement?

Ready for Retirement?

Choose a good financial advisor. Planning for your retirement can be overwhelming especially if you are weighed down with all of the little details.  But it doesn’t have to be a difficult task. You do not need to have to worry when it comes to making sure that you are doing everything correctly. Planning for retirement [...]

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3 Questions your Financial Advisor Should Answer for you

3 Questions your Financial Advisor Should Answer for you

Graduations, Career Advancements, Marriage, Buying a home, Children, Vacations, Grand-Children, Retirement. All major life milestones with various amounts of certainty and uncertainty. No matter how much planning one does there are some things in life that no amount of preparation can prepare one for. Retirement, however, is not one of them. Thorough, successful retirement planning [...]

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