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Is the Next Generation Ready to Inherit Your Wealth?
For many families, building wealth takes a lifetime of discipline, sacrifice, and intentional decision-making. But preserving that wealth for future generations can be an entirely different challenge. Research continues to show a...
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Social Security Changes for Teachers & Public Servants: What You Should Know Now
If you’re a teacher, federal employee, or public servant with a pension, recent Social Security changes may impact your benefits. Here’s what changed—and what to look at next.
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Your 2026 Retirement Planning Checklist: Strategies for Today’s Economy
Retirement planning in 2026 looks different than it did even a few years ago.Inflation has changed spending habits. Tax laws continue to evolve. Healthcare costs remain unpredictable. And markets remind us regularly that volatility is...
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What the 2025 Law Change Means for Investors
As of January 1, 2025, Missouri eliminated its state capital gains tax for individual taxpayers, becoming the first state in the country to fully exempt capital gains from state income tax.This change, passed under House Bill 594,...
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What Parents with Newborns Should Know Before Filing Taxes
Trump Accounts: What Parents with Newborns Need to Know Prior to Filing Their TaxesThe early days of welcoming a new child move quickly. There’s a lot to take in, and it’s easy for details—especially tax-related ones—to slip by...
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Your Year-End Financial Action Plan: 5 Smart Moves Before December 31
Why December Matters for Your Finances As the year winds down, December can be a natural time to pause, reflect, and prepare for what’s next. For many, it’s also a season of giving and gratitude — the perfect time to make sure your...
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Identity Theft & Scam Prevention
Scam attempts and identity theft are growing fast — especially among retirees and older adults. Seniors age 70+ are often targeted because scammers know how to use fear, urgency, and trust to push people into acting quickly. The goal...
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Federal Employee Retirement Questions & Challenges | FERS Guidance
The Federal Employee Retirement System (FERS) is one of the most valuable parts of your career, but it can also feel complex. Between your pension, Social Security, and the Thrift Savings Plan (TSP), there are many moving pieces to...
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What Should You Be Asking Yourself About Your Retirement Plans?
When it comes to retirement planning, most people start by thinking about numbers — how much they’ll need, what they’ve saved so far, and how to invest it. While those are important, the real foundation of a strong retirement plan...
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