Every election year, there’s a familiar sense of heightened attention, fueled by political drama, media overload, and global uncertainty. It’s easy to think that these times call for drastic measures—especially when it comes to your investments. But here’s the thing: trying to predict how the stock market will respond to election outcomes is a losing […]
Will the Election Impact My Portfolio? Read More »
When it comes to personal finance, there’s no shortage of advice out there. Everyone seems to have an opinion—from that one cousin who swears by cryptocurrency to your neighbor who says you should never carry debt. But if you really want to get serious about mastering your finances, there’s nothing like turning to tried-and-true advice
These 5 Finance Books Will Actually Help You Retire Wealthy Read More »
Navigating retirement can feel a bit like being on a rollercoaster—you’re excited but a little nervous, and there are twists and turns you might not see coming. If you’re part of the Kansas Public Employees Retirement System (KPERS), it’s crucial to avoid some common pitfalls that can impact your financial security. Let’s dive into the
7 Mistakes to Avoid When Claiming KPERS Read More »
When it comes to planning for retirement, annuities are often touted as a silver bullet. These financial products promise guaranteed income and security, making them appealing to many approaching their golden years. However, beneath the surface of these shiny promises lie several misconceptions that can significantly impact your financial well-being. In this blog, we’ll explore
What All the Annuity People Get Wrong Read More »
As the owner and operator of a retirement-focused financial planning firm, I’ve had the pleasure of working with some truly incredible people over the years. I’m constantly inspired by the dedication and passion my clients show towards achieving their financial goals. It’s a blessing to serve such an awesome group of people who are genuinely
7 Clients I Will Absolutely Never Work With Read More »
The Kansas Public Employees Retirement System (KPERS) is more than just a retirement plan—it’s a financial safety net designed to ensure that Kansas public employees can enjoy a secure and comfortable retirement. Whether you’re a teacher, a police officer, or a city worker, KPERS is there to support you after years of dedicated service. This
How Does KPERS Work? Read More »
Being a “homemaker” or stay-at-home mom has been a hot topic in the news recently. This topic has certainly proven to be a bit of a lightning rod, and there is no one-size-fits-all for families. I simply want to provide a framework for families to consider the possibility of a stay-at-home mom. Not that long
Challenging Cultural Norms: The Financial Case for Stay-at-Home Moms Read More »
A family legacy meeting is not something you learn about in school. It’s not something you discuss at the office party or at your kid’s sporting event. But it is something that can benefit anyone, particularly if you have assets that you wish to create a legacy with. Let’s use the good ol’ 5 W’s
How to Hold a Family Legacy Meeting Read More »
I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one. All the smooth transitions had a single commonality; the plan was communicated clearly, and often multiple times over many years. I’ve witnessed firsthand the importance of proactive financial planning and
Why Annual Family Legacy Meetings Are Essential to Your Family and Finances Read More »
Whether you just opened up your first IRA, or you are a seasoned hedge fund manager with billions of dollars under your discretion, you probably recognize that Warren Buffett can teach you a thing or two about investing. In particular, when he talks about some of the riskiest of all assets, we should probably listen.
The Riskiest of all Assets Read More »