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OUR TEAM APPROACH VALUATIONS FOR BUSINESS OWNERS MAKING A DIFFERENCE NO ONE STRATEGY FITS EVERYONE

For Business Owners

Learn what your business is worth in order to grow your bottom line.
 

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Market Insights

Up-to-date, easy to understand insights on what’s happening in the economy and the markets.

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We offer a complimentary meeting to give you financial guidance and to see if our services are right for you.

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Using our knowledge, skills, and resources to help you increase your capacity to live and give.

We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals. 

Our Vision:

  • To be the premier resource of financial information and advice for our clients
  • To be innovators in financial planning strategies
  • To provide an encouraging atmosphere for our advisors and staff to thrive
  • To inspire philanthropy

2500 W 31st St. Suite B Lawrence, KS 66047

Phone (785) 841-4664 • info@mcdanielknutson.com

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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