11460 Tomahawk Creek Pkwy. Ste. 420 Leawood, KS

Inflection Points

Inflection Points is a recurring commentary that will touch on topics that affect all facets of your personal wealth including but not limited to financial, retirement, tax and estate planning.

4th Quarter Financial Planning Bulletin

In our latest edition of Inflection Points, we focus on year end tax planning strategies and provide a reminder about Medicare Open Enrollment. Tax Planning Strategies With three months remaining in our first year under the new Tax Cuts and Jobs Act, here are...
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Retirement Healthcare Continuum

You may have heard us refer to a concept called the Wealth Management Continuum which focuses on key financial planning issues along an investor’s lifecycle. Using the same imagery, I want to touch on some of the key considerations for retirees as it relates...
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