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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
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
Toddler standing at the bottom of a stone staircase
Paul McClain | Feb 28, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Ten key accounting calculator on a soft yellow desk
Paul McClain | Feb 21, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Group of young professionals in a meeting. They are in a casual office setting
Paul McClain | Feb 14, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
Read More
A calculator and a pen on top of a graph
Paul McClain | Feb 7, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Man sitting on a park bench and working on a laptop
Paul McClain | Jan 31, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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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