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Blog

Latest Articles

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The New Face of Fraud: How AI Is Changing the Scam Game

Paul McClain | May 30, 2025
Categories
Technology

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Paul McClain | May 21, 2025
Categories
Retirement
Investments
Savings

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Paul McClain | May 1, 2025
Categories
Investments
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

Read More
A man sitting on a bench watching a plane take off
Paul McClain | Jun 6, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
Close up portrait of child giving two thumbs up
Paul McClain | May 30, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Hand holding a house key
Paul McClain | May 23, 2023

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
Read More
Happy couple sitting in a park with their dog
Paul McClain | May 16, 2023

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
Read More
Man with glasses leaning against a wall
Paul McClain | May 9, 2023

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Read More
Senior couple in a meeting with a financial professional
Paul McClain | May 2, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Read More
Row of townhomes
Paul McClain | Apr 25, 2023

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More

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Contact Info

Kansas City Metro Area Location

110 SW 3rd St

Lee's Summit MO 64063

 

Phone:       816-839-7900
Fax:           877-278-9544
Toll Free:   844-661-5897

 

St Louis Metro Area Location

442 Whitree Lane

Chesterfield MO 63017

 

Phone:    314-446-5090

Fax:        314-446-5091

 

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