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Navigating a VSIP

Learn how we can work with you to build a solid foundation for your retirement.
 

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Market Commentaries

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

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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 • [email protected]

Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

A Decision Not Made Is Still a Decision

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

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Saving for College 101

Here’s a crash course on saving for college.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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