Report: Proactive Year-End Tax Planning for 2020 and Beyond
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes – and no more – is one of our goals as advisors to the families we serve. Here we seek to highlight tax reduction opportunities and strategies for you to consider in your planning. This special report summarizes some of the …
How An Election Affects Markets
It’s time to discuss the elephant in the room, the upcoming election. I’m regularly hearing concerns during meetings about the upcoming election and its possible effects on the stock market. While I wish I could just tune out politics entirely, I suppose we can spend an article on elections and then get back to our regular programming soon enough. Here …
Half Time Report Webinar
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a look at what the second half may have in store. Join us as we help put today’s market action into perspective. We have recorded a webinar to allow you to listen at your leisure. IN OUR 2020 HALF TIME REPORT, …
COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth
Considering the stimulus spending going on, tax rates this low aren’t likely to last, so take advantage now. Back in 2018, when the Tax Cuts and Jobs Act (TCJA) went into effect, did your financial adviser encourage the idea of changing how you save for retirement? If you took action, you likely established a strategy to withdraw some or even …
What Newer Retirees Aren’t Talking About
There’s one thing I can report that I’m NOT hearing from newer retires: that it’s awful. That’s right. Not a single time have I heard someone say they’re loathing their ability to be a person of the retired class. Instead, newer retirees share stories of travel, time spent with family, projects they’ve considered getting around to doing on the house, …
The Metric System
Carpenters and bakers know the pain, but have simply embraced it. “Because we’ve always done it this way” means we should keep doing it this way, or so the story goes. In the 1970s there was a movement to eradicate this pain, but it just didn’t stick. The metric system, they said, just wasn’t going to provide enough benefits to …
Briefcase Study: If a Tree Falls In the Woods
If a Tree Falls In the Woods, and Other Election Year Thoughts During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what should we be doing about our investments?” Here we are, in the midst of a presidential election season, and we’re all searching for answers. People are asking themselves, …
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 …
