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Blog

Latest Articles

One Economy, Two Realities: Understanding Today's Economic Divide

Paul McClain | Nov 19, 2025
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Paul McClain | Nov 7, 2025
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management

What Recent Inflation Signals Mean for Financial Planning

Paul McClain | Oct 31, 2025
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Person writing a list in a notebook
Paul McClain | Aug 29, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Three women laughing in a park
Paul McClain | Aug 22, 2023

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Two women meeting in an office space.
Paul McClain | Aug 15, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Elderly person holding a stress ball
Paul McClain | Aug 8, 2023

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
Woman with graduation cap looking at the sky
Paul McClain | Aug 1, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Businessman using a laptop and smartphone
Paul McClain | Jul 25, 2023

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

Read More
Man sitting on bench in park
Paul McClain | Jul 18, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Young professional women in a meeting
Paul McClain | Jul 11, 2023

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

Read More
Two people at work high fiving at a desk
Paul McClain | Jul 4, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Vintage white car with tan interior
Paul McClain | Jun 27, 2023

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

Read More
Two elderly people sitting on a bench looking at the sea
Paul McClain | Jun 20, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Happy elderly couple holding yellow flowers
Paul McClain | Jun 13, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Lee's Summit MO 64063

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St Louis Metro Area Location

442 Whitree Lane

Chesterfield MO 63017

Phone:    314-446-5090

Fax:        314-446-5091

 

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