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Blog

Latest Articles

What Recent Inflation Signals Mean for Financial Planning

Paul McClain | Oct 31, 2025
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Rethinking Retirement: Why True Wealth Is More Than Money

Paul McClain | Oct 14, 2025
Categories
Retirement
Lifestyle
Health
Family

Overlooked Retirement Expenses (And How to Plan for Them)

Paul McClain | Sep 11, 2025
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
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
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Paul McClain | Apr 18, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
Man sitting at a long table in front of a window. He is looking at his phone.
Paul McClain | Apr 11, 2023

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read More
Woman writing in a paper planner with a pen
Paul McClain | Apr 4, 2023

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
Read More
Businesswoman looking at her phone
Paul McClain | Mar 28, 2023

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Paul McClain | Mar 21, 2023

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Paul McClain | Mar 14, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Paul McClain | Mar 7, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More

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St Louis Metro Area Location

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Chesterfield MO 63017

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Fax:        314-446-5091

 

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