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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
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Paul McClain | Nov 1, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Paul McClain | Oct 25, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Read More
Paul McClain | Oct 18, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Paul McClain | Oct 11, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Paul McClain | Oct 4, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Paul McClain | Sep 27, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Hand holding a page with several charts on it
Paul McClain | Sep 20, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
Hand holding a large bundle of balloons
Paul McClain | Sep 13, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Paul McClain | Sep 6, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
An exit sign in a modern office building
Paul McClain | Aug 30, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Paul McClain | Aug 23, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Paul McClain | Aug 16, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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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