by Jessi Chadd | Feb 24, 2023 | Featured, Financial Planning, Investments, Life Planning, Retirement Planning
The SECURE Act 2.0 Has Taken Effect Here’s What You Need to Know Most changes from the SECURE Act 2.0 are set to go into effect in 2024 or later. We are here to guide you through those changes so adjustments can be made as necessary to help keep your long-term...
by Jamie Bosse | Feb 10, 2023 | Financial Planning, Investments, Life Planning
Kansas City fans are excited to see their hometown heroes, the Chiefs, back in the Super Bowl this year, but some say that a Chiefs win would be bad for the stock market. What?!!? Does the winner of the big game influence the stock market somehow? There is an old...
by Jessi Chadd | Aug 18, 2022 | Financial Planning, Investments, Retirement Planning
Series I Bonds – What You Need to Know and Are They for You? You may have seen a headline or two about Series I Bonds this year. There is a good likelihood you have not heard much about these bonds in the past. The reason for their recently popularity is Series I...
by Lucas Bucl | May 26, 2022 | Featured, Investments
Stock and bond markets have been volatile recently. Since early April, stock prices have steadily moved lower in response to a changing and uncertain investment environment. Over the last several days we have seen large swings both up and down. This is...
by Jamie Bosse | Apr 26, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...
