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 …
Upcoming Events
Halftime Report Thursday, August 3 Virtual: 12:00 noon – 1:00 pm Fall Festival Thursday, October 19 5:00 pm – 9:00 pm Johnson County Arts & Heritage Center 8788 Metcalf Avenue, Overland Park, KS 66212
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 …
