Your Personalized Retirement Plan
Your Personalized Retirement Plan: Matching Your Money with Your Mindset When shopping for a new car or appliance, most people turn to a buyer’s guide to compare features, evaluate options, and feel more confident about their decision. So why shouldn’t retirement planning work the same way? While there’s no official guidebook for converting your life savings into lasting retirement income, …
Team Corner: Farewell Fall Festival
FAREWELL FALL FESTIVAL We want to extend our heartfelt thanks for your continued trust and support. Over the years, our annual Fall Festival has been a highlight for us—a chance to connect, celebrate, support worthy causes and for us to show our appreciation for wonderful clients like you. After much consideration, we’ve made the decision to retire the Fall Festival …
Team Corner: Exciting News!
EXCITING NEWS FROM OUR TEAM! We’re thrilled to share some joyful news— Tyler & Hannah Moison are expecting a baby late November! This is a very special time for them, and we couldn’t be happier for their growing family. We know many of you have worked closely with Tyler and will join us in sending best wishes during this exciting …
Briefcase Study: Is Status-Chasing Affecting Your Retirement?
Have you ever stopped to reflect on how much status influences your decisions? In professional life, it’s easy to see – titles like supervisor, director, or CEO make it clear who sits where in the hierarchy. But status doesn’t just live in the office. It quietly shapes the cars we drive, the neighborhoods we choose, the vacations we take, and …
Back to the Basics: Is Retirement Still All-Inclusive?
Is Retirement Still All-Inclusive? Not Exactly – But It Can Be Well-Planned Who doesn’t love the ease of an all-inclusive vacation? You choose your destination, book your excursions, pack your bags, and when you arrive – voilà! Everything is already planned, paid for, and ready to enjoy. No surprises, no extra decisions. Just follow the plan and relax. Wouldn’t it …
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, financial, or societal – I find myself increasingly drawn to the small, grounding joys of everyday life. A long walk brings more comfort than ever. A calm evening spent with friends outdoors reminds me what matters most. And a well-prepared …
A Budget versus Budgeting
A Budget versus Budgeting: Why the Difference Matters for Retirement Life is full of goals and resolutions that come and go – some stick, most don’t. But money goals? They tend to linger. That’s because the need for money, and the challenges that come with managing it, never really go away. And when retirement starts appearing on the horizon, those …
The Challenge of So Many Retirement Choices
If you were to ask me what is my very favorite thing, I think I’d say it’s choice. I suppose it’s like declaring that freedom is good. The very ability to make choices with our time, money, relationships, careers…these all make life so much richer than the alternative, having few choices. An uncluttered view of a distant horizon? Love it. …
Roth Now, Win Later
Taxes, taxes, taxes. When we celebrate Independence Day each year, it’s easy to focus on the fireworks and forget that much of our dispute was over taxes. After all, wasn’t that part of the deal when we declared to the British that we wanted to see other people? That ‘taxation without representation’ thing, right? Well, in the hundreds of years …
Retirement Planning, in Just One Word
Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …
