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?
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 be nice if retirement …
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 …
Harvesters Update
We had 43 clients and prospective clients show up to help local families & individuals who experience: Noun – Food in-se-cu-ri-ty – the condition of not having access to sufficient food, or food of an adequate quality, to meet one’s basic needs. We split up into 2 groups. Group 1 put together 340 cases of food items for the elderly …
Back to the Basics: In Retirement Planning, Time Waits for No One
If there is one asset that has become more valuable than all others, it is time. It is finite, making it scarce. It is fluid, making it difficult to grasp. It is often misunderstood, allowing it to escape our attempts at mastery. In fact, time is the very asset we would willingly trade all others for—if only we could have …
Briefcase Study: Replacing Paychecks with Retirement Income
What happens if you stop working for money next year? As people approach retirement, they often run a series of calculations in their heads to determine the right timing. While financial variables play a significant role, non-financial considerations also come into play. Questions such as whether they are truly ready to lose the structure of a workplace or how they …
2025 Spring Newsletter: Kansas City
Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness. But as nature blooms, so too does a new political season, stirring emotions that range from joy to fear. Are we entering a political and economic springtime, or is this something else? Are we pulling weeds to make room for …
Meet Maximus Dougan
Scott and Jennifer rescued this little cutie from KC Pet Project the past November. Max is a 5-month old Rhodesian Ridgeback. This breeds’ temperament is dignified, mischievous, intelligent, loyal, sensitive and strong-willed. We can agree that he’s all these adjectives!
Team Corner
Congratulations to O.J. Allen, CFP® O.J. recently passed the CFP® certification examination and met all requirements to earn this designation. We are proud to recognize this significant accomplishment and O.J.’s hard work, determination and dedication. The CFP® designation is the highest standard of excellence in the field of personal financial planning. Cheers to O.J.!
Briefcase Study: Do you make New Year’s Resolutions?
Do you make New Year’s Resolutions? Do you also keep New Year’s Resolutions? I’m not a big resolutions guy, but I’m happy to hear from others who’ve had a resolution actually stick. A friend of mine started a resolution to floss his teeth daily starting on January 1st, 2012, and hasn’t missed a day since. When you read this, assuming …
