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Values-Based Financial Planning

Many people are discovering that their financial journeys are even more fulfilling when they align their plans with their values. These investing, spending, and giving strategies could help you grow your nest egg while also putting your values in action. 1. SMART...

Go Ahead, Dream A Little – Better Yet, Dream A Lot

Monday we celebrate Dr. Martin Luther King JR.  When I look at our calendar, there are not a lot of people who get a whole holiday to be celebrated.  When I look at the common thread among those that get a whole day to be celebrated, whether it be Presidents,...

Lessons Learned in 2020 Guide Our 2021 Plans

This article was originally published in the Kansas City Star on January 21, 2021 Usually, as we approach the end of the year, people start talking about “turning the page” and “putting last year in the rearview mirror.” But it’s likely that 2020 is going to stick...

Familiar – The Antidote to Abnormal

When I am working with clients who are going through a big life change like the passing of a loved one, divorce, or retirement, there is a common feeling among them. This is not normal. Nothing feels normal. What is normal anyhow? And yet, they all talk about getting...

What To Do When A Scammer Files An Unemployment Claim In Your Name

Amidst the Coronavirus pandemic, there has been a spike in fraudulent unemployment insurance claims filed using stolen identities.  People learn about the fraud when they get a notice from their state unemployment benefits office or their current (or former) employer...