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
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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 »
Retirement isn’t just a milestone; it’s a dynamic phase of life where your financial priorities and strategies continue to evolve. One common question that arises as individuals enter retirement is whether they can still contribute to retirement plans. The short answer? Yes…in some cases. (It’s never simple, is it?) In this blog, we’ll delve into
Can I Contribute to Retirement Plans after Retirement? Read More »
How 401(k)s are Like my Old Jeans One of the most common questions I get seems to be “What should I do with my old 401(k)?” In my experience of working with clients, old 401(k)s seem to get the treatment of that pair of jeans that I outgrew a decade ago…I know I still have
What to do with Your Old 401(k) Read More »
Choosing the right financial planner can be critically important. Being an industry insider for the better part of a decade has given me an interesting perspective on evaluating fellow planners and while some are wonderful, some should be avoided like the black plague. I see many people make the mistake of focusing solely on returns,
9 Ways to Evaluate a Financial Planner Read More »
I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of “mini-crises” that shaped the financial landscape in 2023. These challenges tested our resilience and forced us to confront the
Will the Stock Market Crash in 2024? What 2023 Tells Us Read More »
Retirement planning is a multifaceted endeavor, and for decades, the 4% rule has served as a guiding principle for many. But what if there’s a more dynamic approach to withdrawals that could better suit your unique retirement journey? Join me as we explore the idea of abandoning the conventional 4% rule in favor of a
Forget the 4% Rule: Why a Flexible Retirement Withdrawal Strategy is Best Read More »