Author: Jonathan Harrison, CFP®

We know that investors have grown accustomed to recent historically low interest rates. But what will happen when the trend reverses? Though no one knows when the Federal Reserve might increase its ta

What a role model! I recently met with one of our (female) clients who has a passion for being a great role model and encourager of young women.  She seeks to help them graduate college and use their

As a member of the Financial Planning Association of Greater Kansas City, Dan Weeks was invited to contribute an article to the Dollars and Sense section of the Kansas City Star. The article focuses o

How about an Inter-generational Roth Conversion? One of our generous retirees recently came to us with a desire to help their adult children start an investment portfolio, but didn’t know where to beg

Focus on what you can control!   Check out this recent post from Matt Becker on the Four Factors that you CAN control regarding your investments, which help you ignore all of the noise and distr

Do you have a plan to stay productive and active? Check out this recent article in USA Today on the pitfalls of not having a plan to make an impact during your retirement years. http://usat.ly/11UOJT7

If you’re anything like me, you have plenty of good intentions and a vision for your future. But how many of those dreams have you let fall by the wayside because you never actually took the time to d

Are Your Retirement Assets Working for You or for Someone Else? We recently had a client make a change from high-expense mutual funds to our low-cost strategy of investing with exchange-traded funds a

Last month, Matt Syverson, along with Greg Owens (Keller & Owens), Troy Redstone (PhD Consulting), and Brian Johnston (Polsinelli), hosted our 2013 business planning forum to address the topic of

Will National 5-29 Day inspire you to save more effectively for college? Each year on May 29th we celebrate 529 College Savings Day, which is designed to raise awareness about the importance of saving