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Thank you for supporting the 2018 Fall Festival Make-A-Wish® campaign!

In Articles, Articles: Kansas City Office, Community Involvement, Winter 2019 by Scott Dougan

Your support will help Make-A-Wish create life-changing wishes for children battling critical illnesses. We are thrilled to announce this year’s campaign raised over $10,000.00 for local wishes! Without your efforts, we would not be able to make wishes like Connor’s wish to go on a Disney Cruise come true! At one year old, Connor was diagnosed with a rare form …

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Back to the Basics Social Security Planning 101

In Articles, Articles: Kansas City Office, Back to the Basics, Tax Planning, Winter 2019 by Scott Dougan

Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of working and paying taxes into the system, Social Security recipients have turned the corner and are now extracting income from this unique asset. But what’s so surprising is how nonchalant many retirees are about this …