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Blog

Latest Articles

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Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Paul McClain | Aug 12, 2025
Categories
Investments
Finance
Savings
Risk Management
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Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Paul McClain | Jul 10, 2025
Categories
Finance
Investments
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The New Face of Fraud: How AI Is Changing the Scam Game

Paul McClain | May 30, 2025
Categories
Technology
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
Parent reading a book to their newborn child
Paul McClain | Jan 24, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Paul McClain | Jan 17, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Woman in a suit holding a piece of paper. She is in an office setting.
Paul McClain | Jan 10, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More
Grandmother and granddaughter knitting together
Paul McClain | Jan 3, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
A couple working in their kitchen together
Paul McClain | Dec 27, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Paul McClain | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
A black and white image of a couple laughing
Paul McClain | Dec 13, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Hand holding a bill with a red "Past Due" stamp on it
Paul McClain | Dec 6, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Paul McClain | Nov 29, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Paul McClain | Nov 22, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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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