Every year Ingram’s Magazine publishes a list of the Top Wealth Management firms in the Kansas City, Missouri area. We’re proud to be listed among the Top 20 for the second consecutive year. We’re honored by the recognition, and are excited to keep growing our business.
In our previous post we explained how Great Plains Trust Company has implemented some new procedures to prevent financial exploitation of our customers, particularly in the case of diminished capacity. While safeguards put into place by Great Plains and other...
With the start summer, now is the perfect time to do some “spring cleaning” to get your financial records and estate planning documents in order. These are some things you can do to get ready for the year ahead: • Check the contact information on file with each of...
The Trustees of the Old-Age and Survivors Insurance (OASI) trust fund provide an annual report on the current and projected financial status of the Social Security program. Based on prior reports, the Social Security program faces a significant financing issue....
As part of the Corporate Transparency Act which was passed by Congress in 2021, small businesses have new reporting requirements beginning January 1, 2024. The new rules promulgated by the U.S. Department of the Treasury’s Financial Crimes Enforcement Network...
As we age, our “financial capacity” or our ability to make good financial decisions naturally declines. But at what age do most adults become unable to manage their finances? Surprisingly, it might be much earlier than you think. A 2009 study by Harvard University...
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