Financial Planning Trends & Insights

We’re constantly watching the markets and investment vehicles to serve you best.

How to Pay Off Debt and Save for Retirement
September 10, 2024

How to Pay Off Debt and Save for Retirement

By Michael Vaughn, CFP® If tackling debt while staying on top of your retirement plan feels like an uphill battle, you’re definitely not alone. With the average debt per person in America at $104,215 and 61% of those over 50 anxious about having enough for retirement, it’s a common concern. But here’s some good news: […]

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Individual 401(k) vs. SEP IRA: Which Is Best for You?
August 7, 2024

Individual 401(k) vs. SEP IRA: Which Is Best for You?

By Michael Vaughn, CFP® As a dedicated professional, finding time to save for retirement can be challenging with so many other priorities vying for your attention. Balancing daily family responsibilities and managing business operations often means that retirement planning gets pushed to the bottom of your to-do list. Even when you make the effort to […]

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Do Your Friends and Family Need Financial Guidance? We’re Here to Help.
July 29, 2024

VIDEO: Do Your Friends and Family Need Financial Guidance? We’re Here to Help.

By Michael Vaughn, CFP® In recent years, our world has faced unprecedented events, leading to economic uncertainty for many. This is why having a robust financial plan is so important. As our client, you’re already aware of this and can rest easy, even in the midst of unsettling headlines about inflation or looming recessions. Take […]

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Why I Love Living and Working in Springfield, MO

Why I Love Living and Working in Springfield, MO

By Michael Vaughn, CFP® Springfield, Missouri, might not be the first spot that comes to mind when you think of thriving cities. But for me, it’s the ideal balance of charm and business services. The city is full of new things to explore, a bustling employment market, and a welcoming sense of community.  As a […]

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Understanding the Phases of Retirement Planning
June 10, 2024

Understanding the Phases of Retirement Planning

By Michael Vaughn, CFP® Retirement might seem like a distant dream, something we plan and save for but often overlook the different phases that come with it. Just as you progressed from a newbie in your career to an accomplished professional, your retirement journey spans various stages, each with its own challenges and joys. Think […]

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6 Secrets to Prepare for a Happier Retirement
April 4, 2024

6 Secrets to Prepare for a Happier Retirement

By Michael Vaughn, CFP® After years of envisioning your retirement throughout your career, the idea of having more leisure time, exploring the globe, bonding with loved ones, or pursuing new passions is undoubtedly enticing. But what exactly does a fulfilling retirement mean to you? In this article, we offer our top secrets and suggestions to […]

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