Kansas City Resource Library
Articles
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SECURE 2.0 Act
Congress recently passed SECURE 2.0 Act, which includes over 90 new provisions for retirement plans. The goal is to help…

Looking Forward In 2023
Let’s be blunt: 2022 was rough for many investors. With many of the year’s events unforeseen and unfavorable, this was…

Welcome Pratik J. Mehta, CPA
Welcome to our new Director of Tax Preparation & Tax Planning Pratik was born and raised in Mumbai, India. In…

Back to the Basics: 10 Ways To Improve Your Family’s Future, Starting With You
I’m yet to meet somebody who doesn’t want a brighter future for his or her family. Let’s face it; changing…
Special Reports
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Report: Second Quarter Economic Update
A new US president and the winding down of most government-led pandemic safety measures welcomed investors to 2021. As we…

Report: First Quarter Economic Update
What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the March 2020 equity…

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 –…

Half Time Report Webinar
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
Newsletters
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2023 Winter Newsletter: Kansas City
With 2023 upon us, I find myself wondering where 2022 went. Didn’t we just finish cleaning up from the last…

2022 Fall Newsletter: Kansas City
A recent article in The Guardian put the spotlight on a man – a lawyer – who was overcharged for…

2022 Summer Newsletter: Kansas City
I wonder if you’ve ever experienced this. You’re sitting at your computer looking at some not great news; maybe it’s…

2022 Winter Newsletter: Kansas City
I think we don’t spend enough time and energy discussing compounding. Sure, we feel its effects when we look at…
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