Resources: Kansas City

Recent Articles

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The Scent Of A…Nursing Home

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Almost every time I write a nursing home-related piece, I receive a comment or three that sounds something like this:…

27 Retirement Risks: Which Is (Arguably) Most Damaging

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Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life,…

Briefcase Study: The Tax Torpedo

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2019, Summer 2019 | No Comments
In a recent meeting with a family we serve, the conversation - as it often does - turned to Social…

Back to the Basics: Seven Factors in Determining Retirement Age

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2019, Summer 2019 | No Comments
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a…

Special Reports

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Report: Quarterly Economic Update

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Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors…

Report: Proactive Retirement Planning

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The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement…

Report: Funding Your Retirement

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It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying…

Report: Helpful Information for Filing 2019 Income Taxes

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Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019 Tax planning should always be a key…

Latest Newsletters

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2019 Summer Newsletter

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ELEVATED INSIDER It’s a running joke in our office that I can’t resist an opportunity to talk about how much…

2019 Spring Newsletter

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ELEVATED INSIDER Here we are ushering in another spring, a new season ripe with opportunities. For whatever reason, this is…

2019 Winter Newsletter

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ELEVATED INSIDER With 2019 underway, we’re focused on what’s new: the adventures that lie ahead, and the opportunities that are…

2019 Calendar of Events

Tuesday, March 5

STATE OF THE UNION
KU EDWARDS CAMPUS
Discussion on current economic and market trends.

Saturday, April 6

HARVESTERS
1:00 pm – 3:00 pm.

Friday, April 12 – Monday, April 15

ANNUAL TEAM TRAINING
Office Closed.

Thursday, August 15

HALF TIME REPORT
KU EDWARDS CAMPUS
Financial outlook and economic update.

Tuesday, October 29

FALL FESTIVAL

November

YEAR END TAX CLASS

Latest Podcast for Scott Dougan

Link to ListentoScott.com