by Lucas Bucl | Mar 7, 2019 | Financial Planning, Life Planning
So you have come to the realization that you need some help with your finances, and have an appointment to sit down with a financial planner. Perhaps you are going through a life transition and need some professional advice, or maybe your situation has gotten more...
by Lucas Bucl | Dec 28, 2018 | Financial Planning, Investments, Retirement Planning
Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Smart Money Experts podcast segment, “Getting the Most out of Your Social Security Benefits”. The Smart Money Experts covered the current state of the program, ways to stabilize it, and common mistakes people...
by Lucas Bucl | May 15, 2018 | Financial Planning, Life Planning
By Lucas Bucl So you have come to the realization that you need some help with your finances, and have an appointment to sit down with a financial planner. Perhaps you are going through a life transition and need some professional advice, or maybe your situation has...
by Lucas Bucl | May 1, 2018 | Financial Planning, Investments
By Lucas Bucl Many of us have heard the classic Wall Street adage of “Sell in May and Go Away”. Every year about this time, financial media and stock market pundits often reference the strategy as a warning about the potential of depressed stock market returns during...
by Lucas Bucl | Apr 10, 2018 | College Funding, Financial Planning
By Lucas Bucl If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that I encounter with clients is the 529 Plan. Started in the late 1980s and...
