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.
Jennifer Malone, CFP®, CMFC |
Monday, April 3, 2023
As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?The IRS does not exempt...
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Adam Hawley |
Friday, January 13, 2023
Doing Good Through Financial Planning Chat GPT...Fair warning: This blog isn't really about doing good through financial planning.As 2022 wound down, one of the tasks I meant to do, but didn't get done, was to write a blog...
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Jennifer Malone, CFP®, CMFC |
Tuesday, November 15, 2022
for their own retirement? Additionally, financial stress is one of the leading causes of absenteeism and unproductivity at work, as well as one of the leading drivers of personal relationships failing. Why is this? There...
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Gabe McCubbin |
Monday, October 24, 2022
There has been a lot of buzz, both positive and negative, around sustainable investing recently. So, why and how are Environmental, Social, and Governance (ESG) principals relevant to the investment selection process? For the research...
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Chase Coffman |
Monday, September 26, 2022
Life Insurance Blog What is important to you in life? Who or what do you care about most? What would happen to them if you were not here anymore? WHY LIFE INSURANCE?Life insurance is a way to lessen the financial risk of a...
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