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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.

 

Thursday, May 7, 2020

The Pandemic is Forcing Employees to Face Early Retirement. How Do I Handle Medicare Enrollment? We're seeing a lot of people being forced into making a retirement decision. It can be overwhelming. Are you prepared? As the Medicare...

 

Tuesday, April 21, 2020

An open letter to friends, connections, and especially other pro athletes: When I knew I had the opportunity to play in the NFL, my family and I knew the smart thing to do was start to interview financial advisors. With the amount of...

 

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...

 

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...

 

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...