Archive for Lifestyle

Coming Full Circle

Coming Full Circle

I have been reminiscing recently about the beginning. The beginning of the Art & Travel Club for our BFG Family. We have traveled the globe and embraced the places that make our Kansas City great. Before we started our Art & Travel clubs, I would be driving downtown and see billboards advertising an exhibit at […]

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Posted in: Blog, Retirement, Lifestyle, Kansas City

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Women Navigating to Financial Success

Women Navigating to Financial Success

What do women want when it comes to their financial future? Remember back in the early 90’s when the book “Men Are From Mars, Women Are From Venus” by John Gray was published and became a literary phenomenon, of sorts? The basic theory behind the book was that men and women communicate differently, think differently, […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Family, Lifestyle

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At What Age Can I Retire?

At What Age Can I Retire?

How long do you need to work? Like just about everything else in financial planning, it’s a complex question. While the average worker retires at 621, for you, that may be too early or too late. We can help answer that question by considering a few things: Do you have a pension plan through your […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Social Security Planning, IRA, 401(k), Lifestyle

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Have I Saved Enough Money to Retire?

Have I Saved Enough Money to Retire?

Do a quick Google search for “cost of retirement” and you’ll be inundated with various numbers or multiples. One website says you’ll need more than $700,000 and another site recommends $1.2 million. While there are too many variables to account for to get a single answer, we can look at some data to help us […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Lifestyle

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Paying for a Grandchild’s College

Paying for a Grandchild’s College

Paying for a Grandchild’s College It’s the season of graduations and that means heading to your child or grandchild’s high school or college to watch them cross the stage beaming with accomplishment. If it’s a high school graduation, attendance at a university or technical college may be on the horizon, and for many planning to […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Family, Lifestyle

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My Parents are Retiring Soon

My Parents are Retiring Soon

My parents are retiring soon, and I’m thrilled for them! The title says it all, my parents are retiring soon, and I couldn’t be happier for them. After years of hard work, opening businesses, closing businesses, and socking away savings they’re on their way to retiring in full within the next year. I want to […]

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Posted in: Blog, Retirement, Financial Planning, Family, Lifestyle

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Define & Reach Your 2018 Financial Resolutions

Define & Reach Your 2018 Financial Resolutions

The New Year is here, bringing a fresh opportunity to consider your goals. For 2018, we are taking a different approach to resolutions. Instead of giving you a laundry list of tasks to accomplish, we want to encourage you to make this the year you really own your personal financial life. Imagine fast forwarding your […]

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Posted in: Blog, Retirement, Financial Planning, Lifestyle

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Tips for Families Who Have Children with Special Needs

Tips for Families Who Have Children with Special Needs

When beginning to build their families, few parents expect to have a child with special needs. However, the experience is surprisingly common and affects millions of people throughout the United States. In fact, current estimates show that approximately 1 in 6 children from age 3 to 17 have at least one developmental disorder.[1] Any parent […]

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Posted in: Blog, Estate Planning, Financial Planning, Investment Management, Family, Lifestyle

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