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CASA Back to Basics Drive

In Articles: Kansas City Office, Community Involvement, Summer 2024 by Scott Dougan

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 …

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Team Corner

In Articles: Kansas City Office, Summer 2024, Team Spotlights by Scott Dougan

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; …

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2024 Summer Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

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 …

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Back to the Basics: Tax Planning Opportunities for Retirees

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2024, Summer 2024 by Scott Dougan

Most people probably don’t consider this, but the single largest expense every year for a successful retiree isn’t putting fuel in the RV or even medical costs; it’s taxes. Between property, sales, and income taxes, the numbers can get pretty big pretty fast. Given this sneaky financial reality, tax planning has become an essential part of retirement planning because it …

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Briefcase Study: A Hybrid Retirement

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2024, Summer 2024 by Scott Dougan

When shopping for a new car, buyers are now faced with many more choices than whether to get the blue one or the silver one. Choosing among powertrain options has made the process much more intellectual and even political. While some may choose a traditional gas-powered engine, others opt for the chance to go all electric. But for some, the …

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Thank you for volunteering with us!

In Articles: Kansas City Office, Community Involvement, Spring 2024 by Scott Dougan

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, …

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2024 Spring Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

Do you remember being young and…broke? Whether it was when you were 12 and mowed a neighbor’s lawn for a few bucks or being in college living on a fast food income or the generosity of your parents, you found so much joy in life, in spite of having almost no money. Look at you now! Could that kid or …

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Briefcase Study: Has Spring Finally Sprung?! Spring Cleaning, Anyone?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2024, Spring 2024 by Scott Dougan

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 …

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Back to the Basics: Social Security’s Health and Taxation

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2024, Spring 2024 by Scott Dougan

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 …