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Financial Planning and the $20 Drip

By Jamie Bosse The following story is based on true events.  The names and places have been changed to protect the innocent… For easy reading, please assume that all purchases made cost approximately $20. This is a story about “Vanessa,” a married, professional mother...

4 Pillars of Personal Financial Success

We used to think of financial success as a three-legged stool: Pensions, government benefits like Social Security, and personal savings.  Today, pensions for many of our clients are rare, and government benefits have the potential to diminish as a percentage of...

3 Ways to Avoid Elder Fraud

Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties – and unfortunately, sometimes financial predators. Making sure that your income can keep pace with...

3 Key Financial Planning Topics for New Firm Partners

By Patrick Amey Congratulations, you have been named a partner at your law firm!  If you’ve joined a big firm, this may have been your goal from day one; the reason you sacrificed nights and weekends to bill 2,000-plus hours each year, and why you quietly and...

The Three-Leaf Clover: Financial Planning in Your 30s

By Patrick Amey The Shamrock, while not the national symbol of Ireland, will be one of the most prevalent symbols around town on March 17th as Kansas Citians gather to celebrate St. Patrick’s Day.  A popular legend from many centuries ago says that St. Patrick used...