taxes

5 Questions To Determine If Your Financial Plan Needs Further Review

When meeting with your financial advisor, there are five critical questions you need to ask to determine if you need further review your plan. We’ll share the questions you need to ask and why.

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Planning for Things You Can’t Predict

There are some things in life you can’t predict, but you can try to plan for them. For example, when is the next market crash going to happen? We don’t know, but here’s how you can prepare for this and other things in your financial life.

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5 Signs You’re In Good Financial Health

If retirement is on your mind, then listen up. Today’s show is a 5-part checklist that’ll help measure if you’re in good financial health and set yourself up for retirement success.

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What to Know About End-of-Year Taxes

As the end of the year quickly approaches, here are some last-minute tax issues you need to get in order before Jan. 1, 2022. Find out how RMDs, charitable contributions, and more could impact your taxes.

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How Long Should You Save Important Documents?

Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.

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Questions Not Usually Addressed in Financial Plans

We often hear about frequently asked questions, but what are some questions that are not usually addressed in financial plans? We’ll explain what they are and why you need to know the answers.

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Estate Planning 101: Stealth Taxes

In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up.

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End-of-Year Tax Planning Guide

Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.

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Do You Know the Four Tax Liability Buckets?

Do you know what the four tax liability buckets are and what you have in each bucket? Scott Dougan explains why it’s important to know this information.

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Will the Pandemic Rob Your Retirement? 4 Things to Check Now

The fear for many right now is that once the pandemic finally passes, the financial impact will knock them off track for the future. If you’re worried that the coronavirus could rob you of your retirement, there are four areas of your finances that you can check right now. Find out what they are and why they’re good indicators of where you’re headed.

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New Rollover Rules for 2020 RMDs

With so much news to process these last few months, financial updates might not be at the top of your list. But part of the recent relief efforts included new rollover rolls that impact people that need to take RMDs. Find out what it all means and whether this impacts you.

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Best Intentions But Bad Financial Advice

Maybe even more so now than ever, we are looking for more and more financial guidance. A lot of times we turn to lots of different sources to find that information. And while these sources might have the best intentions, that doesn’t mean that the advice is always going to fit you. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

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Tax Planning Opportunities with Special Guest David McKnight

Since we aren’t able to bring David McKnight to Kansas City for an in-person appearance, we decided to do the next best thing and bring him on the podcast. Join us as the author and tax planning expert gives us his perspective of what we’re experiencing with a turbulent economy and what opportunities investors have to move closer to a zero percent tax bracket.

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Taxes Are On Sale: Here’s The Gameplan To Take Advantage

If you have money in a pre-tax account (think traditional IRA, 401(k), etc…), you will want to consider paying taxes on those funds now instead of later. With taxes indeed on sale, we’ll give you some strategies to consider.

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