How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older. What comes to mind when you hear the term “retirement planning”? Most people think of investments, Social Security, health insurance, tax strategies and other money-related issues. These pieces are all a big …
Thank you for volunteering with us!
We had 39 enthusiastic folks show up for the Harvesters event on Friday, March 1st. Our group’s efforts will have a tremendous impact on our community. We couldn’t be more pleased. We packed: 10 pallets 424 cases 2,120 bags at a whopping 8,223 pounds of food! BackSnack: About the Program The BackSnack program provides a weekly backpack filled with nutritious, …
Team Corner
Welcome Harrison Katie and Brandon welcomed their 4th child, Harrison Cole Murray, on January 26th. Hadley, Hayes and Harlow are so in love with him!
Briefcase Study: Has Spring Finally Sprung?! Spring Cleaning, Anyone?
Spring has to be your favorite season; or at least in your top three or four. Everything is new again, fresh, bright, ripe with hope of new adventures. I’m a sucker for spring. If you share even a fraction of my spring enthusiasm, you may also feel that deep-down desire to get things cleaned up and sorted after a long …
Back to the Basics: Social Security’s Health and Taxation
After decades of doing your job, saving money, and just plain navigating life, retirement approaches and shocks you with its complexity. The number of things to consider when planning a retirement is daunting, and Social Security is no exception. While the options have been reduced slightly, there’s still a lot to consider when claiming the benefit that you’ve funded and …
Fall Festival Thank You and Save the Dates
Thank you for attending and/or participating in the Fall Festival! We thought the Luau, Hawaiian dancer and Comedian, Michael Saccone, were a hit. All the raffle/auction items were generously donated by companies in our neighborhood. Some of our wonderful clients donated items as well. We can’t thank them enough. We raised $18,489.35 for CASAJWC. These funds directly benefit children who …
Team Corner
Welcome to the Team Joe Wild, Paraplanner Joe graduated from Kansas State University in 2019 with a degree in History. He previously worked in the life insurance industry as well as in the banking industry. Joe prides himself on his ability to build strong personal relationships with clients to help them feel confident in their financial decisions. In his free …
Back to the Basics: Ways To Maintain Or Improve Your Lifestyle In Retirement
Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to dream about the future like they haven’t in years. While this new phase of life can be deeply satisfying, it can also result in new and unique fears. Retiring at …
Briefcase Study: Plan like you will live forever, live like you will die tomorrow
Plan like you will live forever, live like you will die tomorrow. Retirement planning is one of the great balancing acts: you suspect you’re not going to live forever, but what if you do? And maybe forever isn’t really forever, but what if it’s to 112 years old? Are you ready for that, at least financially? It turns out that …
Upcoming Events
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 …
