Financial Planning

Ladies, it’s time to break the silence and take hold of your own financial destiny! Too often, women are neglected and under-served in the financial realm. Building financial confidence [...]

It’s been a few months since you made that 2023 New Year’s resolution to get your finances in order. So how’s it going? Are you making progress? Or is it time to make a change? [...]

What is Identity Theft? Identity theft is when someone pretends to be you with the intent to access your bank accounts, credit cards, medical care, and other assets. According to the US Federal [...]

When you lose or change jobs, there are a few different strategies you can take. At The Resource Center, our goal is to optimize tax efficiency and identify each client’s financial goals. In this [...]

Ho ho howdy, friends! As I’m sure you’ve noticed, inflation is creeping up on us this holiday season. While I’ve had a lot to say about what that might mean down the road, I think it’s also [...]

In 2021, the official poverty rate for the United States was 11.6%, which accounts for over 37.9 million people. For our community in Springfield, Missouri, this number increases to 21.7%. Like [...]

As a financial advisor, one of the greatest areas of concern I see is when someone inherits money unexpectedly. While different from winning money (which comes with its own rules and [...]

If you’re wondering how to plan for retirement or whether you’ll have enough money in retirement, you’re not alone. According to the National Institute on Retirement Security, 55% of Americans [...]

If your assets have grown over time, you may find your needs evolving along with your financial profile. How can you protect what you’ve earned? Where will you discover new opportunities for  [...]

Have you recently inherited a sum of money and are unsure of how to save or invest it? Coming into a large or small amount of inheritance money unexpectedly can be very overwhelming – and also [...]