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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 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...

3 Tips When Investing in Your Company Stock

By Patrick Amey When it comes to financial planning, investing in company stock can be one of the best decisions you will ever make. Concentrated positions in high-growth companies have the potential to create vast amounts of wealth for each and every shareholder in a...