Kansas City Resource Library
Articles
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Your Personalized Retirement Plan
Your Personalized Retirement Plan: Matching Your Money with Your Mindset When shopping for a new car or appliance, most people…

Team Corner: Farewell Fall Festival
FAREWELL FALL FESTIVAL We want to extend our heartfelt thanks for your continued trust and support. Over the years, our…

Team Corner: Exciting News!
EXCITING NEWS FROM OUR TEAM! We’re thrilled to share some joyful news— Tyler & Hannah Moison are expecting a baby…

Briefcase Study: Is Status-Chasing Affecting Your Retirement?
Have you ever stopped to reflect on how much status influences your decisions? In professional life, it’s easy to see…
Newsletters
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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 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 State of the Markets
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