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Investments Article

2019 Contribution Limits for Retirement Plans

We’re halfway through the year. Are you on track to maximize your retirement savings? Here are the 2019 contribution limits for retirement plans. Last year, the IRS increased the 2019 contribution limits for retirement accounts. For employees participating in 401(k) plans, the IRS will allow contributions of $19,000, a $500 increase from last year. The increase also applies to most other retirement plans, such as 403(b), 457, and Thrift Savings Plan participants. In addition, if you are over the age of 50, you may contribute a catch-up contribution on top of that amount of $6,000.

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Retirement Article

529 Plan: Saving for Education Expenses

Using a 529 Plan to Save for Your Children’s and Grandchildren’s Education Expenses

For a little more than two decades, people with ambitions of paying for their loved one’s college education have been able to set aside money into tax-favored accounts. The amount of money saved into the accounts was generally tax deductible on the state level. However, there are some states that do not allow tax deductions, but for our readers in Kansas and Missouri, your states do allow deductions.

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PDF Document

Retirement Plan Checklist

This checklist was created to give you a timeline of items that should be done prior to and during retirement.

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PDF Document

Tax Reduction Strategies

Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.

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PDF Document

Social Security Decisions Guide

Regardless if Social Security will or will not be your primary source of income in retirement, if you take your Social Security benefits at face value you could be leaving money on the table.

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Investments Article

2019 Contribution Limits for Retirement Plans

We’re halfway through the year. Are you on track to maximize your retirement savings? Here are the 2019 contribution limits for retirement plans. Last year, the IRS increased the 2019 contribution limits for retirement accounts. For employees participating in 401(k) plans, the IRS will allow contributions of $19,000, a $500 increase from last year. The increase also applies to most other retirement plans, such as 403(b), 457, and Thrift Savings Plan participants. In addition, if you are over the age of 50, you may contribute a catch-up contribution on top of that amount of $6,000.

Read More
Retirement Article

529 Plan: Saving for Education Expenses

Using a 529 Plan to Save for Your Children’s and Grandchildren’s Education Expenses

For a little more than two decades, people with ambitions of paying for their loved one’s college education have been able to set aside money into tax-favored accounts. The amount of money saved into the accounts was generally tax deductible on the state level. However, there are some states that do not allow tax deductions, but for our readers in Kansas and Missouri, your states do allow deductions.

Read More
Investments Article

Economic Indicators and the Market

This month I'm going to bring you up to date for the quarter. I'll discuss economic indicators like interest rates so far this quarter, year-to-date, and over the last 12 months. We'll also take a look at the markets over the second quarter and cover a little about precious metals, consumer confidence, and the PMI. There is a lot of data we're going to cover today. I'm going to try to do it in a short period of time and keep it as high level as possible so you can understand what I'm talking about. I'm writing this on July 9, 2019, so the data will be through then.

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Retirement Plan Checklist

Dean Barber discusses some of the questions from our Retirement Plan Checklist report. 

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Video

Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 

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Video

Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.

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PDF Document

Retirement Plan Checklist

This checklist was created to give you a timeline of items that should be done prior to and during retirement.

Download
PDF Document

Tax Reduction Strategies

Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.

Download
PDF Document

Social Security Checklist

The Social Security Checklist is a guide to claiming your Social Security benefits and includes a short checklist to help you along the way.

Download