Financial Planning

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 [...]

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. [...]

5 Types of Estate Planning Written by Will Worsham How Do We Plan There are several kinds of plans and in this blog I will lay out for you a few of the most common and add some personal [...]

With many people working from home due to the COVID-19 pandemic, you may feel like you’re paying too much for car insurance. If you’re not driving to work every morning and you’re leaving the [...]

Missouri motorcyclists age 26 and older may now ride without a helmet, as long as they have medical insurance and proof of financial responsibility. Supporters of the new motorcycle helmet law, [...]