Insights

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones have help with finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs?  This resource will help …

With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.

You’ve probably heard of Trump Accounts—the new tax-advantaged savings and investment tool for minors. Established under Section 530A of the tax code, Trump Accounts are designed to help jumpstart long-term wealth creation for the next generation. This program combines federal seed money wi …

This question of the quarter is more niche than usual, but it’s mainly because retirement communities have been the hottest topic among our clients all year. Many of our clients are approaching the phase of life where they are considering: “What’s next?” “Am I ready to have less house?” “Ca …

When my siblings and I were growing up, Kansas and vacation were synonymous; Kansas was also associated with summer, Thanksgiving, and the swimming pool. Kansas was magic. We would pile into the mini-van with GameBoys, McDonald’s hashbrowns in hand, and a spirit ready for the 8 hours of sun …

My oldest son, Story, turns 5 this month (I can barely write this out, as I’m in denial), and he’s starting to understand the concept of money more and more. My husband and I have been toying with the idea of when to start giving him an allowance and getting him some practice with money. …

Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after losing your spouse. For millions of women, this scenario isn’t just a possibility—it’s a reality many face without proper preparation. T …

Join Partner, Wealth Advisor Alana Macy as she breaks down practical, tax‑efficient strategies for charitable giving. In this quick, informative session, you’ll learn how to align your giving with your financial plan, choose meaningful organizations, and avoid common scams—so you can give w …

It’s been a little over a month since the war broke out in the Middle East, and since then, there has been a lot of uncertainty, stock market volatility and sky rocketing oil prices.  Whenever there are geopolitical events, it is normal to feel nervous and you are not alone if you are conce …

Do you ever stop to consider if you’re getting the best financial advice? Are you receiving advice focused on solving your known—and unknown—problems? Are you on the road to living your fullest life?  For many individuals and families, the answer is unclear.  That’s because financial guidan …