In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will face the same fate. In this article, I’ll address this question from two perspectives, 1. What actions are generally required after the death of a spouse, and 2. What might …
During my lifetime, I’ve nurtured a desire to travel, and as a result have been fortunate to visit all 50 States – with amazing sites and experiences too numerous to mention within our beautiful country! I’m grateful that retirement has continued to afford me the opportunity to further this passion on a global scale. As a widower, my traveling companions …
As we announced a few weeks ago, we are in the process of making some service and experience updates to our investment management platform. These are being done to enhance your overall investment journey while preserving the elements that have been fundamental to our relationship with you. Because the changes require you to complete some forms, we wanted to provide …
The dog days of summer are upon us. And though it’s hot and sticky outside, and we’d like to simply be lazy and sleep all day like our family dog, summer is a busy time for my family and me. My daughter, Coraline, will be a sophomore in high school this next year and made the varsity cheer team. Cheer …
As the seasons change, or another birthday or wedding anniversary rolls around, you may be taking inventory of your life. You may be asking yourself questions about where you’re headed, what’s most important to you, and how you got to where you are. It’s as if something is hard-wired into all of us that makes these milestones a perfect time …
So much has changed in the past three or four decades when it comes to retirement. For one, there was a time when you worked at one company your entire career, then retired with a gold watch and a lifetime pension. While many of our clients still have a company pension, “they ain’t what they used to be,” as the …
My, how times have changed. There once was a time when nursing homes were not what they are today. When dad or grandma could no longer live alone and care for him or herself, moving them into a nursing home wasn’t really an option. Instead, you would have moved them into your home. They would live out their final days …
This summer, support CASA’s efforts to provide every child we serve with the resources needed thrive by participating in our Back-to-Basics Drive. Items such as undergarments, hygiene items, and hair care products will be collected given CASA children from across community. Donation Drop Off Location 5200 W 94th Terrace, Suite 208 Prairie Village, KS 66207 Donations are accepted June 20 …
Welcome Cynthia Choe Seymour Cynthia’s organizational abilities and attention to detail make her the ideal candidate for our Marketing Director. She enjoys learning new software programs and increasing her knowledge in the marketing field. Cynthia comes from a multicultural family with roots in the East and Far East. Her dad is from the Bahamas, and his mother is from Boston; …
On the Move This Summer Summer is coming into full swing and that means it’s time for summer travel. Whether it’s to the neighbor’s backyard for a cookout or across the world for that bucket-list European cruise, summer is the season to be on the move. With this in mind, we want to share with you some ways in which …
