Updates

Principles in Practice: Think Beyond Yourself  July 25, 2013 by Matt Syverson, CFP®

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…

Retirement around the corner? Five things to consider!  July 24, 2013 by Sound Stewardship Team

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…

Principles in Practice: Think Beyond Yourself  July 18, 2013 by Matt Syverson, CFP®

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 b…

Principles in Practice: Be Diversified  July 15, 2013 by Matt Syverson, CFP®

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…

Principles in Practice: Have a Long-Term Plan  June 19, 2013 by Matt Syverson, CFP®

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/11UOJT…