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Why (Market) Volatility Doesn’t Matter

As Benjamin Franklin famously said, nothing is certain except for death, taxes, and market volatility OK, maybe I modified this a bit, but in the world of investing, market volatility is a certainty...

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Recent Blog Posts

Will the Election Impact My Portfolio?

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...

These 5 Finance Books Will Actually Help You Retire Wealthy

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...

7 Mistakes to Avoid When Claiming KPERS

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...

What All the Annuity People Get Wrong

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...

7 Clients I Will Absolutely Never Work With

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...

How Does KPERS Work?

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...

Challenging Cultural Norms: The Financial Case for Stay-at-Home Moms

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...

How to Hold a Family Legacy Meeting

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...

Why Annual Family Legacy Meetings Are Essential to Your Family and Finances

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...
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