Ideas for your financial life
Perspectives from financial planners in your community.
Retirement
Let’s face it, retirement isn’t the most exciting word. It also might not sound like that much of an exciting part of life. The one thing that is certain: everyone retires (or stops working) at some point.…
Read articleHabits
It’s only been a month or so since the Kansas City Chiefs lost to the Bengals in the AFC Championship game but it’s still a very fresh wound. I’d be lying if I didn’t say that I’m still shocked at how the game…
Read articleCerner
On December 20th, 2021, Cerner put out a news release with the simple title Oracle Buys Cerner . As a former Kansas City tech employee who has gone through an acquisition , I feel you. Anxiety runs high.…
Read articleSaving
Cash may be King, but where should we stash it? I’m talking about the times we need cold hard cash. Those short, medium, and even long-term goals where investing is not the answer. For this post, I want to…
Read articleLifestyle
Fall is in the air in Kansas City, which means the leaves are turning, the Kansas City Royals are done for the season, and the Kansas City Chiefs are in full swing as the sounds from Arrowhead Stadium…
Read articleFinancial Planning
Money touches just about everything that we do in life. As a CFP® practitioner, I assist my clients in numerous disciplines as their lives become more complex. Great financial planning is about integrating…
Read articleRetirement
When retirement is just around the corner, it can seem exhilarating and liberating. At long last, you don’t have to punch a clock or commute to work every day. However, as thrilled as you may be for…
Read articleFinancial Planning
How much fun did you have this week? Did you do anything enjoyable or amusing? Do you find satisfaction in seeing other people have fun? Does your pleasure go down when you see that someone else is having…
Read articleFinancial Planning
Setting yourself on the right financial path is rewarding financially and will help to reduce stress from your life. Here are 20 signs that you’re on the path to financial independence: You Don’t Lose Sleep…
Read articleFinancial Advisor
Let me explain. This is not about me. I’m not trying to play some kind of reverse psychology trick on you. This is not a message of “just pick yourself up by your bootstraps and do it yourself” (more on that…
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