Recession, Recovery, or Both?

2023-02-01T21:58:38+00:00

Jan 22 The markets are starting to feel like Groundhog Day. Almost every month, it’s a cadence of employment numbers, CPI, Fed  — market reacts. With inflation starting to trend down, even if only slightly, optimism has been making a comeback. That means moving our analogy to another charming rodent. It seems like the Fed [...]

Recession, Recovery, or Both?2023-02-01T21:58:38+00:00

The SECURE 2.0 Act Has Created Some Retirement Planning Opportunities: RMD Edition

2023-01-25T15:20:19+00:00

Jan 01 The SECURE 2.0 Act of 2022 makes it easier to accumulate retirement savings at every stage of the financial journey. But the Act also took steps to potentially enhance retirement savings for those close to or in retirement. Required minimum distributions (RMDs) can be burdensome from both an income and a tax planning [...]

The SECURE 2.0 Act Has Created Some Retirement Planning Opportunities: RMD Edition2023-01-25T15:20:19+00:00

January Market Commentary: The Fed Goes Meta December Recap and January Outlook

2023-01-10T20:52:36+00:00

While the equity markets, as measured by the S&P 500 index, was up in the third quarter, December was a disappointment from the gains seen in October and November. There’s no understating the volatility seen in the market this year. For context, Dow Jones Market Data indicates that the S&P saw more market moves of [...]

January Market Commentary: The Fed Goes Meta December Recap and January Outlook2023-01-10T20:52:36+00:00

Tuning Up Your Portfolio for 2023

2022-12-22T15:18:24+00:00

The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made, but as the new year unfolds, it will bring additional challenges, including a potential recession. How will that affect financial [...]

Tuning Up Your Portfolio for 20232022-12-22T15:18:24+00:00

Inflation Has Tax Impacts, Too

2022-10-28T14:06:38+00:00

Inflation has been making every area of our lives more expensive as the costs of the goods and services we use every day have skyrocketed. The Federal Reserve is attempting to lower inflation by using the bluntest tool in its arsenal – raising the key short-term interest rate. This has meant that as prices have [...]

Inflation Has Tax Impacts, Too2022-10-28T14:06:38+00:00

Should a Trust Be Part of Your Estate Plan?

2022-10-04T21:42:15+00:00

Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated, asset values are high, and good estate planning is for everyone. Let’s look at typical couple: Jean and Tim and [...]

Should a Trust Be Part of Your Estate Plan?2022-10-04T21:42:15+00:00

The College Payment Puzzle for High-Earning Families

2022-09-07T19:47:01+00:00

Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the big-but-temporary new burden. A better strategy for paying for college [...]

The College Payment Puzzle for High-Earning Families2022-09-07T19:47:01+00:00

Tax Planning at the Mid-Stage of Your Career

2022-08-01T14:40:46+00:00

Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle you want now while keeping longer-term achievements on track. Staying on top of your career earnings by regularly benchmarking your [...]

Tax Planning at the Mid-Stage of Your Career2022-08-01T14:40:46+00:00

Understanding the Fee-Only, Fiduciary Advisor Model

2022-02-28T18:12:30+00:00

We all like to think as we get older, we get wiser. The financial advisor model has also aged gracefully and has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with [...]

Understanding the Fee-Only, Fiduciary Advisor Model2022-02-28T18:12:30+00:00

Talking to Your Aging Parents about Finances

2020-06-15T16:28:40+00:00

Finances can be a touchy subject, especially between children and their parents. And as parents age, it can become even more difficult. Because parents are typically the ones who teach their children all about money. They’re the ones who give you that weekly five-dollar allowance and tell you to “make sure you’re saving some”. And [...]

Talking to Your Aging Parents about Finances2020-06-15T16:28:40+00:00

Contact Info

131 S. Water Street
Liberty, Missouri 64068

Phone: 816.429.6743

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