When the Davies family relocated to Kansas City, they were thrilled about their new journey. However, as they started to contemplate their future, managing their diverse financial accounts became a challenge. Their previous advisor from Edward Jones in Iowa no longer seemed suitable. The challenge was sifting through the plethora of financial advice available.

Retirement is supposed to be a time to relax and spend more time with family. However, with the rising cost of living, making retirement savings last can seem harder than ever. What you thought would be more than enough for retirement might feel less than you originally thought.

Congratulations on your engagement! As you prepare for your upcoming wedding, it's a great time to start planning your financial future together. By taking a proactive approach, you can lay a solid foundation for a prosperous life as a married couple. In this blog post, we'll explore some key considerations for engaged couples alongside some valuable Kansas City resources to help you navigate your financial journey as you plan for marriage.

It happens to all of us.

That feeling that maybe there is something else out there.

Maybe you’re having a frustrating day (or week/month/year) at your current job and you think to yourself, “I wonder what it would be like to go work at this other company instead?”

The 2023 NFL Draft is just days away and it’s taking place in Kansas City, MO for the first, and quite possibly the only, time in history. Kansas City is home to a rich football tradition, and the best fans in all of the NFL, not to mention the best team in the NFL (Super Bowl Champion Kansas City Chiefs). It’s about time the NFL receives the Kansas City experience, and it all happens in the heart of Kansas City with the iconic backdrop of Union Station and the WWI Liberty Memorial.

The Chiefs’ 2022-2023 season has been one for the books.

With all the Chiefs recent success, and how they’ve set up the organization to succeed in years to come, the Chiefs are well on their way to building a long standing legacy.

Similar to the Chiefs, we can build our own long lasting legacy within our personal finances if we put in the work now and capitalize on the opportunities afforded us.

Have you ever listened to someone in Kansas City complain about the weather? “Welcome to Kansas City, and don’t worry, if you don’t like the weather, just stick around a bit, and it will change!”

Our Kansas City weather is volatile and unpredictable, which typically turns our weather-conversations into bash sessions on weather forecasters. “Why do they even make forecasts!”

When we talk about a successful retirement, we often look at things like financial security and physical health. However, those are only part of the equation. Your relationships with friends, family, and your spouse are what retirement is all about!

When I am working on financial plans with clients they’re almost always more interested in what they can do with their money than what they can buy with their money.

If this sounds like you and your family, this is a Mother’s Day gift list you can use to help you align your financial choices more closely with what really matters to you. This list was curated by local moms and includes a variety of Kansas City outings, workshops, events, and services.

When Brian Harrington of retirement services provider Choice IRA visited Kansas City in February of 2022, he boldly asserted our city to have his favorite group of “bitcoiners” on his Bitcoin is Local YouTube series.

In light of the rising credibility of this asset class happening amongst traditional financial services like Choice IRA, Fidelity, and even Big 4 Accounting powerhouse KPMG, it seems like a good time to check in on where adoption is locally.