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Tracking Retirement Readiness on National 401(k) Day

Tracking Retirement Readiness on National 401(k) Day

09.06.24
Retirement and Financial Planning

Understanding Required Minimum Distributions (RMDs) and How to Plan for Them

An overview of RMDs and examples of strategies.

08.29.24
Education Planning

Funding Your Child’s Education

Education planning strategies to consider with your advisor.

08.29.24
Retirement and Financial Planning

Interstate Relocation – Moving with Purpose and a Plan

Considerations to keep in mind when preparing to relocate as a hybrid or remote worker.

08.29.24
Retirement and Financial Planning

Following the Paper Trail – A Practical Guide to Organizing Important Documents

Here are some practical tips and guidance for creating a system to keep your important documents accessible and orderly.

08.19.24
Retirement and Financial Planning

Retiring Early? Here’s What To Consider

Planning options and a helpful checklist for people considering early retirement.

08.19.24
Education Planning

Understanding Federal Student Loan Repayment

The 5 Questions New Graduates Often Ask

08.13.24
Retirement and Financial Planning

Financial Terms Glossary

A guide of important financial terms for everyone to know

08.13.24
Retirement and Financial Planning

A Guide for Retirement Planning

Following these practices can help liberate you from uncertainty and position you to accomplish more than you thought possible.

08.13.24
Retirement and Financial Planning

Staying Invested Through Election Years

During election years, investor unease is fueled by media soundbites, making it crucial to collaborate with a financial advisor to align investment plans with objectives and risk tolerance.

08.13.24
August 2024 Viewpoint

Viewpoint- August 2024

It was a mere five months ago we were celebrating the Japanese equity market finally getting back to a new all-time high. That celebration has quickly soured.

08.07.24
News

2024 Executive of the Year: Trevor Phillippi

Congratulations to our chief operating officer, Trevor Phillippi, for recognition by the Wichita Business Journal as a 2024 Executive of the Year honoree!

08.02.24