Kansas City Resource Library
Articles
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Who Goes First? Planning for the Inevitable (Without Losing Sleep Over It)
When I first saw these statistics, they nearly knocked me over: 80% of men die married. 80% of women die…

Can Money Buy Happiness? Maybe Not, But a Family Legacy Can
“Money Does Buy Happiness, New Study Says.” Headlines like that always make us pause. The study in question tried to…

No Returns, No Regrets: Why Retirement Planning Isn’t Like Online Shopping
Remember when buying clothes meant a trip to the store, trying on jeans under the fluorescent lights, and waiting for…

Breaking the Curse of Knowledge: How to Share What You’ve Learned About Retirement
After teaching hundreds of hours of retirement planning classes over the years, I’ve discovered something surprising: no matter how much…
Newsletters
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2026 Winter Newsletter: Kansas City
A Thoughtful Start to 2026 Winter has a way of slowing things down. The calendar turns, the pace softens, and…

2025 Fall Newsletter: Kansas City
As we round the corner into another fall season, I’m reminded of just how much change we continue to see…

2025 Summer Newsletter: Kansas City
Summer, Status, and Social Security At a time when so much in the world feels potentially game-changing – whether political,…

2025 Spring Newsletter: Kansas City
Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness.…
2024 State of the Markets
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