Retirement Elevated Academy 2-Night Summer Classes We are excited to announce our upcoming Retirement Elevated Academy summer class schedule. We are offering four 2-night dates to choose from to fit your schedule. There is no cost to attend. If you or anyone you know would like to join us, contact us. Tues, Aug. 8th & 15th Thurs, Aug. 10th & …
Clutter: When Too Much Is Just Not Enough It may be time to declutter. Nobody is forcing you to declutter, but if I were to guess, I bet you’re probably feeling that desire on some level. You may have done some decluttering during the pandemic, but clutter doesn’t rest; it grows and sneaks up on you. Looking back, we spent …
Key To Success: Get Organized Financially If you’ve ever witnessed or even participated in a catch-a-pig contest, it can be quite exciting. The chaos of watching – and hearing – little pigs trying to outrun little kids is truly something to behold. The pigs clearly don’t want to be caught while the kids enjoy what seems like an easter egg …
Halftime Report Thursday, August 3 Virtual: 12:00 noon – 1:00 pm Fall Festival Thursday, October 19 5:00 pm – 9:00 pm Johnson County Arts & Heritage Center 8788 Metcalf Avenue, Overland Park, KS 66212
Again, we can’t thank those that joined us for the event enough. About 80 people came to our event. You helped measure food, seal packages, box up meals and stack heavy boxes on pallets. These pallets of food will be transported by boat to Rise Against Hunger’s partnering countries. Not only do they send food, but the non-profit also provides …
Thank you to everyone who joined us on June 30th to package meals for the hungry. Working with Rise Against Hunger we were able to package 25,000 meals to be sent overseas to countries in desperate need of food and other assistance. This organization is near and dear to me personally. Almost nine years ago I lost a close friend …
Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your lifestyle conforms naturally to your desires and needs, as they shift with your health and interests. Thus your accumulated assets should provide you with enough income (flow in) to match your …
There’s a term being used that began with the millennials: ‘lifestyle design.’ While there’s no single definition, it roughly translates to designing the work-life balance that is ideal for you. By being intentional about making work fit your lifestyle aspirations, and vice-versa, the outcome of lifestyle design is one where there’s a sense of balance achieved. As an example, there’s …
In discussion with retirement planning clients, I’m often reminded that the best outcomes to challenges and opportunities are generally realized after asking the right questions. And since we all only have one shot at living a great life, there’s a fair amount of responsibility I feel in learning how to ask great questions, which hopefully lead to better outcomes. With …
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’, a litany of decisions arise that must be carefully …
