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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
Mother and child working on a laptop together
Paul McClain | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Paul McClain | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Paul McClain | Jun 21, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Paul McClain | Jun 14, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
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

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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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