Office Move We are so close to being all set up at the new office. The end is in sight, and we’ll be ready to serve our wonderful clients in Draper soon. Once we are settled, we will send out the details for our open house event to make things official. We are extremely excited for this change and look …
Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the seasons, you could do pretty well suggesting a mix of warm clothes for winter and cool clothes for summer. However, naming the exact day when a 70-degree day interrupts the 40-degree days of early spring would prove to be much …
Year End Tax Webinar Thursday, November 2nd 12:00 noon – 1:00 pm This webinar will be live. If you can’t attend, a link will be shared after to view at your convenience. Fall Festival / Hawaiian Luau Thurs, Oct 19, 2023 5:00 pm – 9:00 pm Arts & Heritage Center 8788 Metcalf Avenue Overland Park KS 66212 Click here or …
When approaching retirement, one of the big questions you may be considering is when to file for Social Security benefits. Because most people can claim and receive benefits as early as age 62, but each year that you wait earns a bump in pay for the rest of your life, the decision can be confusing and anxiety-inducing. And while it’s …
Pratik Mehta and family are welcoming Mehta number 5. Their bundle of joy is scheduled to arrive December 2023. Katie Murray and family are welcoming “their final puzzle piece.” Their 4th bundle of joy is scheduled to arrive early January 2024.
The Cash and Happiness Relationship With the dramatic change in interest rates this year, a lot of people are rethinking how much cash is appropriate in a financial plan. And while the answer depends on goals, resources available for short or long-term needs, and personal preference, this reminds us of the big question people continue to ponder: “Does money buy …
If we had to choose the 2023 word of the year, I think we might need to make it two words: interest rates. How many conversations have each of us had this year that included a reference to interest rates in one form or another? How we got here is a fun discussion that often involves comments like, “Back when …
Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks are. This recognition allows us to begin hedging against risks as best we can, through prudent planning. Before we get started, we must first agree on the desired outcome of …
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life that was built upon a 70/100 ratio (I just made that up, it’s not a thing). That is, a person would enjoy their work enough to retire from it at …
We need to talk about the stock market for just a bit. And before some of you tune me out because investments aren’t your thing, at least read far enough that you learn a new term with which to impress your friends. Because not only do I want you to win financially, I also want you to have a strong …
