Building Wealth, Family and Finances
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few different checking or savings accounts, a random mutual fund exists out there “somewhere” and you know you’ve left a few old 401ks behind at previous...
Building Wealth, Financial Planning
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them to be organized so that they can easily find things in their rooms. You don’t want them to be late for school because they can’t find their...
Building Wealth, Health Care
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look at whether they can afford to invest in Roth IRAs or even back-door Roth IRAs. Health Savings Accounts (HSAs) get a lot less attention, but they...
Investing, Tips and Tricks
“The market hates uncertainty” has been a common enough saying in recent years (even by me), but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence....
Investing, Tips and Tricks
It’s all in a name. Until, well, it’s not. Imagine this: You sit down to select a mutual fund to invest in, and after looking over a few options, you select the one with the word “preservation” in the description. Why? Well, it says “preservation” and, with the market...
Financial Advisor, Financial Planning
How much does a financial advisor in Kansas City, Missouri, make? The short answer is a pretty good living! The average financial advisor Salary in Kansas City is $64,602 per year*. *As of February 22, 2021. Like any profession, there are extremes. Junior advisors...
Financial Advisor, Financial Planning
Given the complexity of retirement and estate planning, most people will at some time in their life require the services of a financial planner. It is simply not worth the risk to try and go solo when an advisor can provide their professional knowledge and experience...
