2020 Summer Newsletter: Kansas City
ELEVATED INSIDER As America does its best to see itself out of this pandemic, we’re all being reminded that so much of what we treasure is based on relationships. The very thing that makes this experience so trying is the ‘social distancing’ part of it. Of course, the risk of health issues and financial challenges can have tremendous impact on …
Back to the Basics: Two Ways To Estimate Retirement Expenses; One Fast, One Slow
Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your lifestyle conforms naturally to your desires and needs, as they shift with your health and interests. Thus your accumulated assets should provide you with enough income (flow in) to match …
Team Spotlight: Katie Murray
Katie Murray, Office Manager Please welcome our newest team member Katie Murray. Katie will be the friendly voice you’ll hear when you call the office and the bright & cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in …
Employee Spotlight: Brook Chavers
Brook Chavers, Client Services Associate Brooke moved to Kansas City to study music and literature at the University of Missouri – Kansas City. She is a St. Louis native and visits home often to attend baseball games with her family, at Busch Stadium. Her favorite thing about Kansas City is its rich artistic culture. She enjoys going to the symphony …
Back to the Basics: The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Sitting in your home due to quarantine, there’s never been a better time! Looking back, we spent an entire childhood wishing for more things like bikes, games, our own room. Then …
Briefcase Study: What Is Your First Memory Of Money?
What Is Your First Memory Of Money? A few years ago, I was talking with a man who was contemplating retirement. He and his wife had worked very hard for a long time and had accumulated considerable assets and carried no debt. As we ran and re-ran the numbers, tweaking and questioning all assumptions and variables, he continued to struggle …
2020 Spring Newsletter: Kansas City
ELEVATED INSIDER What can I say about COVID-19, the Coronavirus, that hasn’t already been said? The economy has nearly grinded to a halt, markets have declined steeply, and people are left to wonder how this all plays out. Meanwhile, we’re sitting in our homes trying to be patient, while quietly battling anxiety and loneliness. The only solace, it seems, is …
Secure Act Passed by Congress
What Steps Can You Take To Protect Yourself and Your Loved Ones? On December 19th, Congress passed a spending bill that includes seismic changes to IRAs and retirement plans. The SECURE Act will reshape how IRAs are handled both during life and after death, creating an enormous tax impact for families who don’t plan ahead. Congress and the President have …
2019 Fall Festival Results
We are so thankful for the support we received at the 2019 fall festival. Not only did we have an opportunity to enjoy your company, great food provided by Charbar; really good beer from Boulevard Brewing Company… we also raised $12,015.00 to help grant the wish of a child diagnosed with a critical illness. In the United States and its …
Employee Spotlight: Julia Urquhart
Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas City, where she studied Business with emphasis in Entrepreneurship, Marketing, and Psychology. When not working Julia spends her time running around with her thirteen year old step-son, Jonathon, and two rescue dogs, Rocky & Rosie. She enjoys gardening, playing golf …
