Ideas for your financial life
Perspectives from financial planners in your community.
Financial Planning
When the Davies family relocated to Kansas City, they were thrilled about their new journey. However, as they started to contemplate their future, managing their diverse financial accounts became a challenge.…
Read articleRetirement
Retirement is supposed to be a time to relax and spend more time with family. However, with the rising cost of living, making retirement savings last can seem harder than ever. What you thought would be more…
Read articleMarriage/Relationships
Congratulations on your engagement! As you prepare for your upcoming wedding, it's a great time to start planning your financial future together. By taking a proactive approach, you can lay a solid foundation…
Read articleCareer
It happens to all of us. That feeling that maybe there is something else out there. Maybe you’re having a frustrating day (or week/month/year) at your current job and you think to yourself, “I wonder what it…
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The 2023 NFL Draft is just days away and it’s taking place in Kansas City, MO for the first, and quite possibly the only, time in history. Kansas City is home to a rich football tradition, and the best fans in…
Read articleLifestyle
The Chiefs’ 2022-2023 season has been one for the books. With all the Chiefs recent success, and how they’ve set up the organization to succeed in years to come, the Chiefs are well on their way to building a…
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Have you ever listened to someone in Kansas City complain about the weather? “Welcome to Kansas City, and don’t worry, if you don’t like the weather, just stick around a bit, and it will change!” Our Kansas…
Read articleRetirement
When we talk about a successful retirement, we often look at things like financial security and physical health. However, those are only part of the equation. Your relationships with friends, family, and your…
Read articleLifestyle
When I am working on financial plans with clients they’re almost always more interested in what they can do with their money than what they can buy with their money. If this sounds like you and your family,…
Read articleInvesting
Disclosure: This article should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions. Opinions…
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