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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 Finance Planning & InvestmentsStaying 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 ViewpointViewpoint- 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 News2024 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…
08.02.24 Estate PlanningMake The Most Of The Estate Plan Exemption Before 2026
A Proactive Plan Is Essential Tax Law changes due to take effect in January 2026 will impact high-net-worth individuals with…
07.29.24 Estate PlanningGuide to Workplace Retirement Plans
A guide to maximizing your retirement savings.
07.29.24 Next GenerationGetting A Head Start On College Savings
Explore these strategies to prepare for higher education expenses.
07.23.24 Estate Planning2024 Retirement Plan Limits And Contributions
The Internal Revenue Service has released the 2024 cost-of-living adjustments (COLA) applicable to pension plan contribution limits. In addition to…
07.23.24 Estate PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24 Estate PlanningLiving Longer Means Rethinking Retirement and Careers
It’s important to structure your home, career, social interests, and portfolio to ensure financial stability and comfort throughout all life stages, whether you’re retired or still working.
07.16.24 NewsSarah Hampton Receives 2024 Women in Business Honor
Congratulations to Sarah Hampton for being recognized among the Women in Business honorees by the Wichita Business Journal.
07.10.24 Next GenerationTeach Your Child How and Why to Save Money
Teaching kids about saving money early and adapting lessons as they grow is vital for financial success.
07.09.24