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Blog

Latest Articles

One Economy, Two Realities: Understanding Today's Economic Divide

Paul McClain | Nov 19, 2025
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Paul McClain | Nov 7, 2025
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management

What Recent Inflation Signals Mean for Financial Planning

Paul McClain | Oct 31, 2025
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
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
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Paul McClain | Aug 9, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
Focused young woman shopping online on her laptop
Paul McClain | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Paul McClain | Jul 26, 2022

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Read More
A teenager holding a yellow and blue longboard talking to her friend
Paul McClain | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Paul McClain | Jul 12, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More

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Kansas City Metro Area Location

110 SW 3rd St

Lee's Summit MO 64063

Phone:       816-839-7900
Fax:            877-278-9544
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St Louis Metro Area Location

442 Whitree Lane

Chesterfield MO 63017

Phone:    314-446-5090

Fax:        314-446-5091

 

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