The only Independent Financial Advisor and CFP® in Kansas or Missouri to be named to the 2015 Financial Times Top Advisers list.Learn More
Enough is greater than more. Prosperity brings the power of knowledge and experience to help you achieve freedom and goals through purpose based planning.Learn More
Retirement readiness isn't just about your finances. It's also about health, relationships, self-identity, and social life. Our unique FIT-TO-RETIRE® program gives you a readiness roadmap to embark on a successful retirement.Learn More
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, covering how bond laddering works.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Understanding how a stock works is key to understanding your investments.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
These food myths will really put a drain on your wallet.
How long does a $20 bill last?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.