Kansas City Resource Library
Articles
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Are We Spending Too Much to Retire?
It’s one of the most important – and frustrating – questions to answer as you approach retirement: “How much will I…

Year-End Reflections
Why Now is the Perfect Time to Create Your Estate Plan As we approach the end of the year, many…

Can Financial Planning Improve Your Health and Vitality?
When most people think of financial planning, they imagine spreadsheets, retirement projections, or investment accounts. But a well-designed financial plan…

The Widowhood Curve: Why Retirement Planning Must Include the ‘After’
We recently helped a widowed client navigate the heartbreaking process of getting her affairs in order after the untimely death…
Newsletters
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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.…

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 State of the Markets
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