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  • About
  • Insurance
    • Home & Property
    • Auto & Motorsports
    • Life Insurance
    • Medicare
    • Business
    • Identity Theft
    • Login to Your Account
  • Financial Services
  • Estate Planning
  • Disability Rep
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Financial Planning

Read more on advice and tips related to financial planning.
Home / Estate Planning /
 Legacy Planning for Missouri Residents in 2024
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By Bruce Porter
In Estate Planning, Financial Planning
Posted July 17, 2024

Legacy Planning for Missouri Residents in 2024

Key Takeaway: A Living Will is a legal document that instructs a judge how to distribute assets and property to your heirs. Meaning, a Will has to be reviewed through the probate process. A [...]

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 What Is the Difference Between a Will and a Trust?
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By Bruce Porter
In Estate Planning, Financial Planning
Posted April 22, 2024

What Is the Difference Between a Will and a Trust?

In a world filled with uncertainty, it’s more important than ever to help protect your loved ones and safeguard your legacy for the long-term. A comprehensive estate plan helps you do just that. [...]

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 Financial Milestones by Age: What to Achieve in Your 20s, 30s, and Beyond
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By Bruce Porter
In Financial Planning
Posted November 16, 2023

Financial Milestones by Age: What to Achieve in Your 20s, 30s, and Beyond

When we think of financial milestones, we sometimes imagine them as black-and-white. But as we move through life, we all encounter new goals and ambitions that we strive to achieve – and [...]

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 The Generational Wealth Gap: 4 Tips to Get Ahead in Troubling Times
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By Bruce Porter
In Financial Planning
Posted July 6, 2023

The Generational Wealth Gap: 4 Tips to Get Ahead in Troubling Times

Breaking generational trends isn’t easy. Do you rely on luck or do you seize the day and make your own financial decisions? When the world feels gloomy, it can be easy to give in and accept [...]

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 Why Women NEED Unique Financial Strategies
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By Bruce Porter
In Financial Planning, Tips
Posted April 7, 2023

Why Women NEED Unique Financial Strategies

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 [...]

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 5 Ways to CRUSH Your 2023 Financial Goals πŸ’ͺ
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By Bruce Porter
In Financial Planning, Tips
Posted February 28, 2023

5 Ways to CRUSH Your 2023 Financial Goals πŸ’ͺ

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? [...]

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 10 Ways to Protect Yourself from Identity Theft
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By Bruce Porter
In Financial Planning
Posted January 23, 2023

10 Ways to Protect Yourself from Identity Theft

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 [...]

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 What Happens to Your 401(k) if You Lose Your Job?
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By Bruce Porter
In Financial Planning, IRA, Retirement
Posted January 5, 2023

What Happens to Your 401(k) if You Lose Your Job?

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 [...]

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 Inflation in 2022: How to Budget for the Holidays! πŸŽ…πŸŽπŸŽ„
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By Bruce Porter
In Financial Planning
Posted October 26, 2022

Inflation in 2022: How to Budget for the Holidays! πŸŽ…πŸŽπŸŽ„

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 [...]

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 Life Insurance: Breaking Multi-Generational Wealth Gaps
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By Bruce Porter
In Financial Planning, Insurance Advice, Tips
Posted October 15, 2022

Life Insurance: Breaking Multi-Generational Wealth Gaps

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 [...]

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