Kansas City Resource Library
Articles
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“So, are we doing better or worse than your other clients?”
This question came up recently, and it comes up often. Don’t you secretly want to know if you’ve saved more…

Can You See the Storm Coming?
Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the…

Upcoming Events
Year End Tax Webinar Thursday, November 2nd 12:00 noon – 1:00 pm This webinar will be live. If you can’t…

Back to the Basics: When Should We Claim Social Security Benefits?
When approaching retirement, one of the big questions you may be considering is when to file for Social Security benefits.…
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 Fall Newsletter: Kansas City
If we had to choose the 2023 word of the year, I think we might need to make it two…

2023 Summer Newsletter: Kansas City
No matter what you seek to do in life, there’s likely a path available to you to make it happen.…

2023 Spring Newsletter: Kansas City
We did it; we made it to another spring! We should congratulate ourselves. I recently heard someone say, “If you…

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…
Podcasts
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Scott Dougan
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