Navigating a VSIP
Learn how we can work with you to build a solid foundation for your retirement.
Market Commentaries
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We can help you build your legacies through creative financial strategies in financial planning and investing.
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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.
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Phone (785) 841-4664 • [email protected]
Helpful Content
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.