One of the things I value most about being a financial planner is the opportunity to have real, meaningful conversations with my clients. These discussions aren’t just about numbers—they’re about...
Everything You Need to Know to Plan Your Abundant Retirement
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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...
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...
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...
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...
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...
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...
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...
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...
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...