January 2017 Educational Economic Update – Kansas City Fee Only Financial Planner

In this month’s update, we’ll discuss some of the major headlines that influenced markets in December — and provide insight in to what these developments could mean for you as an investor. In the final trading days of 2016, the market rally we’ve seen since the presidential election calmed, as all three major indexes posted [...]

January 12th, 2017|

17 Financial Resolutions for 2017

With the start of the new year, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves. And it’s [...]

January 5th, 2017|

December 2016 Educational Economic Update

In this month’s update, we’ve addressed some of the major headlines that influenced markets in November, along with insight into what these developments could mean for you as an investor. Looking back on November, no one could argue that it was a boring month. After a long, exhausting presidential campaign, Election Day brought results that [...]

December 7th, 2016|

Are Your Emotions About Money Derailing Your Finances?

If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make. Psychologists call these [...]

August 3rd, 2016|

What kind of planner are you?

I’m obviously biased when discussing the importance financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to review your financial plan and answer any questions you may have. According to research sponsored by the CFP Board and Consumer [...]

May 19th, 2015|

Easy Steps for Financial Spring Cleaning

Every year, as April quickly approaches, I start to hear these types of comments from people: “I received a bunch of paperwork, but I still need to sort through it to file taxes,” or even more frightening: “I’m not sure I even know where my financial documents are.”  This time of year, we all think [...]

April 15th, 2014|

Black Friday Deal Sites 2013

I like to post Black Friday Deals because we ourselves are looking to see if the gifts we've picked for our kiddos are on sale. Check out the search feature on this site-- type the item you want and voila! http://www.pennypinchinmom.com/black-friday-apparel-deals-database/ Penny Pinchin' mom is a local Kansas City blogger who we feel is trustworthy [...]

November 28th, 2013|

A Thanksgiving Toast

If I could fit all of you in my dining room today, here's what I would say: Living the American Dream was not something my wife and I ever imagined in those first harrowing days of our firm; shortly after the bottom dropped out of the financial markets. Four years ago this month, Chladek Wealth [...]

November 28th, 2013|

A Slawsa-ome, Inspiring Story

My wife and I enjoy watching Shark Tank were blown away with Julie Busha’s story.  We couldn’t resist the urge to share it with all of you. The AMERICAN DREAM is alive and well, folks. So often these days, we get stuck being “normal” by choosing to live a life in debt to others.  Julie [...]

November 22nd, 2013|

What kind of planner are you?

I’m obviously biased when discussing the importance of financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to reward you for looking into this further. According to new research sponsored by the CFP Board and Consumer Federation of [...]

October 16th, 2013|