How much do you need to retire?

2014-11-03T01:22:06+00:00November 3, 2014|Blog, Retirement|

Retirement Planning – Have you taken the steps to plan for retirement (and I don’t mean just contributing to your 401k)?  In other words, are you on-track to retire when you want?  And will you have enough money to make it through retirement?  You’d be surprised at how many people don’t really know the answers to those questions.  You may have an idea, but do you really feel confident about your answer?  For starters, a [...]

Black Friday Deal Sites 2013

2013-11-28T12:46:04+00:00November 28, 2013|Blog, General Financial Planning|

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 and a place where you won't be bombarded with pop-ups or unknowingly download a virus. Websites like fatwallet.com/black-friday, theblackfriday.com, and [...]

Don’t Overspend This Holiday Season! Here’s How…

2013-11-21T19:17:15+00:00November 21, 2013|Blog|

I took my two-year old daughter, Lexi, to Trader Joe's yesterday to buy two turkeys. Over the past couple years I’ve picked up the hobby of smoking meat, so I’m going to try smoking a turkey for the first time, and just in case something goes wrong, I'm going to fry the other one.  If you've never gone to buy a turkey at Trader Joe's – do it, and take a child with you.  Lexi [...]

To Taper or Not to Taper – July Market Commentary

2013-07-18T01:38:38+00:00July 18, 2013|Market Commentary|

There was no place to hide in June regardless of whether you were invested in equities, fixed income, or commodities.  While we were getting close to correction territory (10% loss or greater) in equities after Ben Bernanke hinted at ‘tapering’ the FED bond purchases as soon as September, the markets quickly rebounded after several FED board members came out and said that the markets misinterpreted Bernanke’s comments.  The other boost to the markets the last [...]

Who Needs Disability Insurance?

2013-07-18T01:26:09+00:00July 18, 2013|Insurance|

When meeting with prospective clients about putting together a comprehensive financial plan, one of the biggest items missing is disability insurance. Did you know that 1 in 3 people between the ages of 35-65 will face a disability and be unable to work for 90 days or longer? And the average length of a disability is 4 years! With all the financial products and salesman in the world these days, it can seem overwhelming and [...]

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