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Blog

Latest Articles

Overlooked Retirement Expenses (And How to Plan for Them)

Paul McClain | Sep 11, 2025
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
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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
Two yellow balloons with smiley faces on them
Paul McClain | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Paul McClain | May 31, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Professionally dressed man and woman looking at a tablet
Paul McClain | May 24, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Man in a graduation cap and gown
Paul McClain | May 17, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Hands holding a small wrapped present
Paul McClain | May 10, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Two people having a picnic by a lake
Paul McClain | May 3, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Two men sitting at a table and having a conversation
Paul McClain | Apr 26, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Parents holding their child's hands. The child is jumping
Paul McClain | Apr 19, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Elderly woman doing yoga in a park
Paul McClain | Apr 14, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Mother and daughter cooking and laughing
Paul McClain | Jun 22, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Read More
Paul McClain | Jun 25, 2020

How to Look for Investing Opportunities during the COVID-19 Crisis

Investments

Intro

With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused

Read More
laptops&Desk
Paul McClain | Jun 25, 2020

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance

 

Intro

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who

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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
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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