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Blog

Latest Articles

Retirement Isn't Just About How Much You Save. It's About When.

Paul McClain | Sep 8, 2026
Categories
Retirement
Risk Management
Investments
Finance
Savings

Permission to Spend in Retirement: A Skill Rarely Taught

Paul McClain | Aug 27, 2026
Categories
Retirement
Lifestyle
Finance
Savings
Family

What to Do With Your Next Dollar: A Financial Order of Operations

Paul McClain | Aug 5, 2026
Categories
Finance
Savings
Investments
Retirement
Risk Management
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
Paul McClain | Nov 15, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
A row of houses along a canal
Paul McClain | Nov 8, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
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

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Kansas City Metro Area Location

110 SW 3rd St

Lee's Summit MO 64063

704 NW Obrien 

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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