Blog

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

Should I Rollover an Old 401(k) or Other Retirement Plan Account?

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 trend especially with younger generations that value opportunity, mobility, and flexibility when it comes to pursuing meaningful work.

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Tyler Landes Tyler Landes, CFP®, AIF® Tyler Landes Tyler Landes, CFP®, AIF®

Saving for College in Kansas City: Missouri vs. Kansas 529 Plans

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 as most states, offer favorable tax rules and incentives to make it easier to save. Luckily for Kansas Citians on both sides of the state line, Missouri and Kansas each offer a tax deduction for contributions to 529 accounts, but the rules are a little different depending on where you live.

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

Should I Wait to Buy a House in Kansas 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 ever own. It’s not uncommon for someone who doesn’t know much about markets, or their budget, to still be aware of what the temperature of the housing market is.

That has you and your family wondering, “is it the right time to buy a house in Kansas City?”

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General, Brandy Branstetter Brandy Branstetter, CFP® General, Brandy Branstetter Brandy Branstetter, CFP®

The Power of Simplicity: Why Your Finances Shouldn’t Be Complicated

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 the rapid pace of societal and cultural development, so we’re stuck with the original operating system with programs that often lead us astray in the modern world. with an idea.

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

Giving Tuesday: Charitable Causes to Support in the KC Area

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 our own devices.

As Americans , we spend A LOT money while giving represents such a small fraction of what we possess. Don’t get me wrong, buying and enjoying things isn’t the issue but it often overshadows the meaningful act of giving.

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