Financial Planning Trends & Insights

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

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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How Much Do I Need to Retire Comfortably?
March 6, 2024

How Much Do I Need to Retire Comfortably?

By Michael Vaughn, CFP® Wondering how much you’ll need for a comfortable retirement? While experts often suggest aiming for 55-80% of your pre-retirement income annually, it’s not a one-size-fits-all solution. Your definition of a “comfortable” retirement will be different from others’, and shaped by your lifestyle preferences and goals. Whether you envision staying close to […]

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Should You Max Out Your 401(k)?

Are you keeping up with your 401k? 

Your life is busy. Sure you contribute to it, but who knows how to choose the investments and keep an eye on them? AdvisorK is now available for individuals to give you investment advice and monitoring of your workplace retirement account. 401k, 403b, 457, TSP, variable annuity and other employer based retirement accounts. With our […]

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