Event Updates
You’re invited! New Office Open House Thursday, April 13th, 2:00 – 5:00 pm The dust has all settled and we are so excited to have you stop by and see our new space. Light snacks served. 5200 W 94th Terrace, Suite 208 Prairie Village, KS 66207 Harvesters We packed approximately 1,750 BackSnacks for local children who experience hunger. Thank you …
Back to the Basics: Why A Successful Retirement Starts with Income Planning
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do we need? Will I have enough? What if there’s a major healthcare, stock market, or inflationary event that threatens what we’ve saved? While all of these questions are certainly different …
Briefcase Study: Team of Three: Who’s in Your Financial Planning Trio?
There’s such power in the number three. Whether in literature, joke telling, the meats of a club sandwich, or nature itself, three represents completeness, rhythm, and strength. In fact, the triangle is the strongest geometric shape; you see the triangle in roof trusses and bridges. There’s just an elegance and magic to it that is so easily overlooked. We see …
Welcome Lindsay Platt
Welcome to the Team Lindsay Platt Lindsay provides administrative support to our client accounts. She has nearly eight years of administrative experience working in financial services, and she truly enjoys building strong relationships with clients. Lindsay was born and raised in the Kansas City area and graduated from Pittsburg State University. She and her husband, Aaron, have two children, Stella …
2023 Spring Newsletter: Kansas City
We did it; we made it to another spring! We should congratulate ourselves. I recently heard someone say, “If you survived February, you’re probably going to live another year.” Boy, that sure feels true when winter just doesn’t seem to want to end. As is always the case, the world remains a wild and ever-changing place. The financial consequences of …
SECURE 2.0 Act
Congress recently passed SECURE 2.0 Act, which includes over 90 new provisions for retirement plans. The goal is to help improve Americans’ retirement savings. This effort is a continuation of the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law back in December of 2019. We wish to highlight just some of the notable …
Looking Forward In 2023
Let’s be blunt: 2022 was rough for many investors. With many of the year’s events unforeseen and unfavorable, this was a year we’d like to soon forget. That said, many of the opportunities in 2023 are the direct result of some of the challenges that 2022 brought us, and as we enter the new year, some of these challenges remain. …
2023 Winter Newsletter: Kansas City
With 2023 upon us, I find myself wondering where 2022 went. Didn’t we just finish cleaning up from the last New Year’s party? And now we’re here again? Then I consider all that happened in 2022 and it starts rushing back in a flurry of memories that feels a bit like driving through a hailstorm. Oh, yeah…all of that. So, …
Welcome Pratik J. Mehta, CPA
Welcome to our new Director of Tax Preparation & Tax Planning Pratik was born and raised in Mumbai, India. In June of 2002, he moved to Overland Park, Kansas. Pratik received his Bachelor of Business Administration with an emphasis in Finance as well as a Bachelor of Science in Accounting from University of Missouri, Kansas City. Pratik’s number one priority …
Back to the Basics: 10 Ways To Improve Your Family’s Future, Starting With You
I’m yet to meet somebody who doesn’t want a brighter future for his or her family. Let’s face it; changing other people to see your point of view isn’t easy. In fact, it’s nearly impossible. Because of that sobering reality, the best chance we have to improve our family’s future is to look inward and start improving ourselves. As Gandhi …
