2019 Fall Newsletter: Kansas City
ELEVATED INSIDER If I were a betting man, I’d wager that you’re wondering how we got to Fall already. “How is time passing so quickly?” No kidding. Well, here we are. It’s this time-marches-on sentiment that underpins what we do here. Time matters a lot in the work we do with you; retirees need money available to pay the bills …
Back to the Basics: Total Value
So much attention gets paid to the growth (or decline) of the stock market that I fear we can become hypnotized by it and fall prey to sloppy fundamentals from time to time. How do I know this? Because many of the people we work with admit to receiving each investment statement and simply doing the ol’ “Is it up …
Briefcase Study: “So, compared to others, how are we doing?”
This question came up recently and it comes up often and I love it when people have the courage to ask. Don’t you secretly want to know if you’ve saved more than your friends or if your income is higher? It’s easy to tell if your house is bigger or if your car is more expensive. But when it comes …
2019 Fall Festival Raffle Silent Auction
We look forward to seeing you on Tuesday, October 29 for the 2019 Fall Festival Raffle & Silent Auction at Boulevard Brewing Company. Our goal this year is to raise $10,000.00 for Make-A-Wish! Evening Agenda 6:00-7:00pm Cocktails & Appetizers – Introduction, Silent Auction, Raffle 7:00pm Dinner 8:00pm Raffle, Silent Auction Winners Announced 9:00pm Evening Concludes Raffle & Silent Auction: Items …
Report: Planning for Your Retirement
Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of …
Report: Quarterly Economic Update
Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. The Dow Jones Industrial Average (DJIA) enjoyed its largest June gain since 1938 and the S&P 500 experienced its best first half in two decades. (Source: CNBC.com 6/28/2019) Concerns of an …
The Scent Of A…Nursing Home
Almost every time I write a nursing home-related piece, I receive a comment or three that sounds something like this: “Is there a way to plan so that I don’t ever have to set foot in a nursing home? It’s that smell!” Before I address the underlying question, allow me to share your concern. I get it. There is a certain …
27 Retirement Risks: Which Is (Arguably) Most Damaging
Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks are. This recognition allows us to begin hedging against risks as best we can, through prudent planning. Before we get started, we must first agree on the desired outcome of …
2019 Summer Newsletter: Kansas City
ELEVATED INSIDER It’s a running joke in our office that I can’t resist an opportunity to talk about how much I love summer. Therefore, I won’t tell you how much I love summer. I just won’t do it here. That said, here we are. As I sit down to gather my thoughts I’m reminded of a few obvious realities: life …
Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best to begin receiving Social Security benefits at age 62 or wait until age 66 and 6 months, their Full Retirement Age (FRA) with Social Security. I was reminded how important …
