Ideas for your financial life
Perspectives from financial planners in your community.
Retirement
Although the Bureau of Labor Statistics doesn't specifically track career changes, we can reasonable expect that most individuals will change jobs multiple times over the course of their lifetime. We see this…
Read articleEducation
The 529 Plan, a college savings plan named after the section of the IRS code that created it, is a state-sponsored investment program used to save and invest for qualified education expenses . The IRS, as well…
Read articleMarriage/Relationships
Maybe my head has been in the sand, but over the last year or so, I’ve noticed more and more people saying they have separate finances from their spouse. According to a recent Bank of America survey , I’m not…
Read articleGeneral
Ah, the KCMO 1% “Earnings Tax.” It is a topic of frequent debate and ultimately an indelible mainstay for those who live and/or work within the city. If you have recently moved to Kansas City or received a…
Read articleKansas City
Real estate is hot right now, but you already knew that. Why? Because housing is one of our biggest expenses in life, and real estate will also likely be one of, if not the single most valuable asset we will…
Read articleGeneral
Finding a place to retire can be a tricky and serious decision. You have worked your whole life to enjoy the golden years with all the benefits they offer. In order to get the most out of your retirement,…
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There are countless biases and cognitive errors that humans make on a daily basis -- and many of them can affect whether or not you find financial success. That’s because evolution hasn’t quite kept up with…
Read articleCharitable
Pre-Black Friday, Black Friday, Small Business Saturday, Cyber Monday, and Christmas in general has really tapped into our innate desire to consume. And we can consume on an unprecedented level when left to…
Read articleHealth Insurance
Health Savings Accounts (HSAs) were created in 2003 so that individuals covered by high-deductible health plans could receive tax-preferred treatment of money saved for medical expenses. Ok, that sounds great…
Read articleFinancial Advisor
Oftentimes the writing is on the wall when it comes to putting an end to a relationship. Other times, the evidence is a little more discreet and subtle. When it comes to your financial advisor, there's no…
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