After years of serving Kansas City clients, and clients from across the country, there isn't much we haven't seen. In our blog, you'll find answers to some of our most common questions, a few rare ones, and maybe even some commentary on things we're into! Check it out, and feel free to leave us a comment when you're done.
Tuesday, April 7, 2020
Especially now, I need to get something off my chest. Two days ago, my partner, Jen, and I had a scheduled call with a consultant via Zoom. He was a business coach, and had come recommended to help us grow our business. No harm in that...
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Tuesday, February 11, 2020
When I started my second career as a financial advisor many years ago, my main interest was helping the baby boomers with the decisions they inevitably will have to make as they age. It's my passion! There are a few changes to Medicare...
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Friday, January 10, 2020
Small Businesses need to know this about The Secure Act The other day, I posted my very first blog post on what individuals need to know about the new Secure Act, which was recently added into the budget by Congress. Overall,...
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Wednesday, January 8, 2020
By now, you may have heard about a new change to our tax law that Congress included in the most recent budget called the SECURE Act, an acronym for “Setting Every Community Up for Retirement Enhancement.” With a name like...
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