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Helpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women…
03.05.25 ResourcesManaging the Risk of Outliving Your Money
“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of…
03.05.25 March 2025 ViewpointViewpoint- March 2025
Sunny side up, hard boiled, scrambled? If any of those are part of your daily routine, you’ve surely noticed that…
03.05.25 Next GenerationHow to Teach Your Children About Taxes
Many parents start teaching their children about money at a young age. Topics like budgeting, learning how to save, investing,…
03.05.25 Women & WealthWomen And Wealth: A Pivot Towards Retirement
Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years…
02.28.25 Women & WealthWomen And Financial Strategies
Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident…
02.27.25 Business OwnersTax Optimization at Different Stages of the Business Lifecycle
As a business owner, most of your time and effort go into tasks such as managing day-to-day operations, overseeing a…
02.26.25 NewsHeartfield Recognized as a Wichita Business Journal Young Professional
Congratulations to Jenni Heartfield on her well-deserved recognition as a Wichita Business Journal Young Professional in Financial Services! As our…
02.21.25 NewsIntroducing Jarod Rucker: A New Addition to Our Wealth Advisor Team
With more than a decade in the financial planning industry, Jarod Rucker’s extensive knowledge and dedication to client relationships make…
02.12.25 February 2025 ViewpointViewpoint- February 2025
IBM has Watson. Star Wars has R2-D2. Iron Man has J.A.R.V.I.S. All of these were of the Artificial Intelligence (AI)…
02.06.25 Estate PlanningMake the Most of Your Social Security Benefits
When to claim benefits based on your personal needs.
02.04.25 Estate PlanningManaging An Inheritance
Inheriting Wealth Can Be A Burden And A Blessing. Even if you have an inclination that a family member may…
02.04.25