Blog

Donovan Brooks Donovan Brooks, CFP® Donovan Brooks Donovan Brooks, CFP®

Learn From the Kansas City Chiefs and Build Your Own Legacy

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 long standing legacy.

Similar to the Chiefs, we can build our own long lasting legacy within our personal finances if we put in the work now and capitalize on the opportunities afforded us.

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Wakefield Hare Wakefield Hare, CFP® Wakefield Hare Wakefield Hare, CFP®

The Antidote to Unknowable Markets

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 City weather is volatile and unpredictable, which typically turns our weather-conversations into bash sessions on weather forecasters. “Why do they even make forecasts!”

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Kaylin Dillon Kaylin Dillon, CFP® Kaylin Dillon Kaylin Dillon, CFP®

10 Kansas City Mother’s Day Gifts That Won’t Collect Dust

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, this is a Mother’s Day gift list you can use to help you align your financial choices more closely with what really matters to you. This list was curated by local moms and includes a variety of Kansas City outings, workshops, events, and services.

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Clint Haynes Clint Haynes, CFP® Clint Haynes Clint Haynes, CFP®

Top 5 Retirement Activities in Kansas City, Missouri

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.

This part you know is inevitable. Here’s the thing, going into retirement isn’t actually all bad. You have more free time for yourself and your family. You get to pick up on new and old hobbies. Was there a country you’ve been wanting to visit, but you never had the time?

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Kyle Hill Kyle Hill, CFP® Kyle Hill Kyle Hill, CFP®

Kansas City Fall Family Fun That Won’t Break the Bank

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 reverberate throughout the city. 

If you’re anything like us, you’re looking for some family fun things to do outside before we go into hibernation for the winter.

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Clint Haynes Clint Haynes, CFP® Clint Haynes Clint Haynes, CFP®

5 Tips for an Easy Transition Into Retirement

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 retirement, are you really ready? Are you ready for the emotional transition? What about your finances? What are you going to do with your time? What does a “successful” retirement look like to you?

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