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Articles
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Maybe Wealth Isn’t Quite What You Thought
“We’ll retire when the 401(k) hits a million.” Or $500,000, or $5,000,000. It’s not uncommon at all for people to…

Harvesters Update
We had 43 clients and prospective clients show up to help local families & individuals who experience: Noun – Food…

Back to the Basics: In Retirement Planning, Time Waits for No One
If there is one asset that has become more valuable than all others, it is time. It is finite, making…

Briefcase Study: Replacing Paychecks with Retirement Income
What happens if you stop working for money next year? As people approach retirement, they often run a series of…
Newsletters
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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.…

2025 Winter Newsletter: Kansas City
For those of you who are keeping score at home, 2025 is underway. Wow. I’m not sure about you, but…

2024 Fall Newsletter: Kansas City
As we begin to fall back into our fall routines, the summer weather fills our rearview mirrors. The shorts get…

2024 Summer Newsletter: Kansas City
On the Move This Summer Summer is coming into full swing and that means it’s time for summer travel. Whether…
2024 State of the Markets
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