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 …
Back to the Basics: When Should We Claim Social Security Benefits?
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 …
Welcome to the Family
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.
Briefcase Study: The Cash and Happiness Relationship
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 …
2023 Fall Newsletter: Kansas City
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 …
2023 Summer Newsletter: Kansas City
No matter what you seek to do in life, there’s likely a path available to you to make it happen. Whether it’s completing a 5K or restoring a classic car, there’s a process that can help you get from here to there. So, with summer upon us, what better time is there to lace up your shoes or begin disassembling …
Join us for a 2-Night Retirement Elevated Academy Class
Retirement Elevated Academy 2-Night Summer Classes We are excited to announce our upcoming Retirement Elevated Academy summer class schedule. We are offering four 2-night dates to choose from to fit your schedule. There is no cost to attend. If you or anyone you know would like to join us, contact us. Tues, Aug. 8th & 15th Thurs, Aug. 10th & …
Briefcase Study: Clutter: When Too Much Is Just Not Enough
Clutter: When Too Much Is Just Not Enough It may be time to declutter. Nobody is forcing you to declutter, but if I were to guess, I bet you’re probably feeling that desire on some level. You may have done some decluttering during the pandemic, but clutter doesn’t rest; it grows and sneaks up on you. Looking back, we spent …
Back to the Basics: Key To Success
Key To Success: Get Organized Financially If you’ve ever witnessed or even participated in a catch-a-pig contest, it can be quite exciting. The chaos of watching – and hearing – little pigs trying to outrun little kids is truly something to behold. The pigs clearly don’t want to be caught while the kids enjoy what seems like an easter egg …
