Kansas City Resource Library
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Breaking the Curse of Knowledge: How to Share What You’ve Learned About Retirement
After teaching hundreds of hours of retirement planning classes over the years, I’ve discovered something surprising: no matter how much…

When Everyone’s Watching but No One’s Helping: The Caregiver’s Bystander Trap
Have you ever witnessed an accident, whether it was a car crash, someone collapsing, or a sudden medical emergency? For…

Steps To Take in 2026: Reflection, Renewal, and Readiness for the Year Ahead
How can another year have come and gone so quickly? It seems like yesterday we were making sense of 2025,…

Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and…
Newsletters
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2026 Winter Newsletter: Kansas City
A Thoughtful Start to 2026 Winter has a way of slowing things down. The calendar turns, the pace softens, and…

2025 Fall Newsletter: Kansas City
As we round the corner into another fall season, I’m reminded of just how much change we continue to see…

2025 Summer Newsletter: Kansas City
Summer, Status, and Social Security At a time when so much in the world feels potentially game-changing – whether political,…

2025 Spring Newsletter: Kansas City
Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness.…
2024 State of the Markets
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