Resources: Kansas City

Recent Articles

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The Metric System

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Carpenters and bakers know the pain, but have simply embraced it. “Because we’ve always done it this way” means we…

Briefcase Study

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2020, Summer 2020 | No Comments
If a Tree Falls In the Woods, and Other Election Year Thoughts During a recent meeting, and then at another…

Back to the Basics: Two Ways To Estimate Retirement Expenses; One Fast, One Slow

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2020, Summer 2020 | No Comments
Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of…

Team Spotlight: Katie Murray

| Articles: Kansas City Office, Summer 2020 | No Comments
Katie Murray, Office Manager Please welcome our newest team member Katie Murray. Katie will be the friendly voice you’ll hear…

Special Reports

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Report: Making a Difference – Surprise Video Message

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Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…

Report: Special Tax Report

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Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…

Report: Secure Act of 2019

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SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by…

Report: 2019 Year End Tax Planning

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YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year,…

Latest Newsletters

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2020 Summer Newsletter

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ELEVATED INSIDER As America does its best to see itself out of this pandemic, we’re all being reminded that so…

2020 Spring Newsletter

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ELEVATED INSIDER What can I say about COVID-19, the Coronavirus, that hasn’t already been said? The economy has nearly grinded…

2020 Winter Newsletter

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ELEVATED INSIDER Making Time Tangible Here we are. It’s the start of another year, it’s all anew again. I think…

2019 Fall Newsletter

| Fall 2019, Newsletters: Kansas City Office | No Comments
ELEVATED INSIDER If I were a betting man, I’d wager that you’re wondering how we got to Fall already. “How…

2020 Calendar of Events

February 15th and 18th
6:30 – 8pm

Secure Act Class
KSU Olathe

Thursday, March 19
6:30 pm

STATE OF THE UNION
KU Regnier Hall
Discussion on current economic and market trends.

Saturday, May 9

HARVESTERS

Thursday, August 27

HALF-TIME REPORT
KU Regnier Hall
Financial outlook and economic update.

Tuesday, October 1

FALL FESTIVAL

November 3rd and 5th

YEAR-END TAX

Christmas Eve – Monday, January 4th

OFFICE CLOSED

Latest Podcast for Scott Dougan

Link to ListentoScott.com