Broker Check

Phone » 913.491.1010

Fax » 913.491.6889

Retirement Redefined Acres of Diamonds Investments The Cycle of Investing

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

View all videos arrow