Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment. This past week, two major players in the banking industry, Silicon Valley Bank and Signature Bank, […]
Financial Planning Trends & Insights
We’re constantly watching the markets and investment vehicles to serve you best.
DON’T PAY MORE IN TAXES THAN YOU SHOULD: THESE ARE THE MOST OVERLOOKED TAX DEDUCTIONS
Tax season is upon us. If you have not yet filed your 2022 tax return, you may be able to take advantage of some common deductions. Here are six common tax deductions to explore before you file your return. OUT-OF-POCKET CHARITABLE CONTRIBUTIONS There’s more to charitable deductions than many people realize. Not only are the […]
MY THREE FAVORITE RESTAURANTS IN SPRINGFIELD, MISSOURI
“Food may be essential as fuel for the body, but good food is fuel for the soul.” — Malcolm Forbes You don’t have to be a foodie to enjoy eating well. Most people enjoy eating out, whether it’s their favorite fast-food restaurant or a fine-dining experience. There are lots of reasons we may choose to […]
Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024
With just 12 months left until your official retirement date, you may feel like you’re in the home stretch. Your decades of hard work are coming to an end and soon you’ll be relaxing and enjoying this exciting time. But before you kick up your feet, there are some steps you should take in your […]
What I Wish I Had Known About Money When I Was Younger (Video)
Investing early and regularly from a young age can be a key component to building wealth using mostly passive income. I’m sure we all wish we had started investing in certain areas earlier on in our lives. However, investors of all ages can benefit from maximizing tax-advantaged accounts and dollar-cost average. Let’s take a look […]
Why I Do What I Do
My journey to the world of financial planning wasn’t always clear-cut and obvious. In fact, I started out in an entirely different career that I thought I would have until I retired. But as is common with life, I was thrown an unexpected wrench in my plans and I took a leap of faith. That […]
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