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.
You have probably heard the terms “Bitcoin”, “Dogecoin” or maybe even “Ethereum” even if you do not own any of these assets yourself. All of these terms are names for cryptocurrency, which is a digital asset that is created and traded online on exchanges like Coinbase...
“Accelerated retirements,” are on the rise and have caused a major shift to the long-running trend of working beyond 65. One reason for this trend is jobs lost during the pandemic. Many who lost jobs either elected to or were forced to retire early due to undue...
As Congress continues to debate tax proposals within the Build Back Better bill, many high-net-worth individuals have questions about how to plan for anticipated changes to their tax liability. Regardless of the legislative outcome, here are some annual considerations...
One proposed piece of the Build Back Better legislation, which failed to pass in the Senate in 2021, is closing the financial planning loophole known as the “Backdoor Roth IRA.” A Backdoor Roth IRA is a nickname for a strategy that allows you to invest in a Roth IRA...
Now is the perfect time to consider your charitable giving for 2022. Getting started now gives you plenty of time to thoughtfully consider which charities matter most to you. It also gives you time to implement strategies to lower your tax bill and make the most of...
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