View Post

Fall Festival Thank You and Save the Dates

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

Thank you for attending and/or participating in the Fall Festival! We thought the Luau, Hawaiian dancer and Comedian, Michael Saccone, were a hit. All the raffle/auction items were generously donated by companies in our neighborhood. Some of our wonderful clients donated items as well. We can’t thank them enough. We raised $18,489.35 for CASAJWC. These funds directly benefit children who …

View Post

Team Corner

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

Welcome to the Team Joe Wild, Paraplanner Joe graduated from Kansas State University in 2019 with a degree in History. He previously worked in the life insurance industry as well as in the banking industry. Joe prides himself on his ability to build strong personal relationships with clients to help them feel confident in their financial decisions. In his free …

View Post

Back to the Basics: Ways To Maintain Or Improve Your Lifestyle In Retirement

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

Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to dream about the future like they haven’t in years. While this new phase of life can be deeply satisfying, it can also result in new and unique fears. Retiring at …

View Post

Briefcase Study: Plan like you will live forever, live like you will die tomorrow

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

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 …