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 […]
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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
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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.
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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
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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
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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,
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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 »
There are so many key milestones along the retirement journey and knowing where these milestones should fit in your retirement planning timeline makes a huge difference. For example, knowing one of these retirement deadlines allowed one of my clients, we’ll refer to him as Donald Duck, to retire a whole 3.5 years sooner! Despite having
Retirement Planning Timeline: 8 Must Know Retirement Deadlines Read More »
At my firm, we have a policy that we don’t accept clients with accounts at multiple firms. At first glance having multiple financial advisors may seem like a good idea. After all, that’s increased diversification, right? While maybe our policy could come off as selfish or greedy, the reason for it is quite simple; it’s
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