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The Resource Center’s 3 Pillars Of Planning 2021 is our 20th year in business.  We have worked out of 3 different office spaces, had some employees come and go but the one thing We are here [...]

#1 Market Volatility Safeguard For Your 401(k) Remember when you started your first big kid job with your first big kid retirement plan?  Congress designed the 401(k)  plan as a retirement [...]

Telematics Insurance:  Driving your way to discounts As an insurance agent, by far the biggest complaint I hear is ‘my insurance went up….’.  While rates aren’t always in [...]

Navigating Inflation Well, inflation is creeping upon us. If I look back to last year, inflation was pretty well under control. For 20 years, it’s run a little above 2% and it did come down [...]

Each week I share financial news, retirement advice and budget tips on Kolr 10’s Ozarks Live.     This week I discussed the first few tips of some common retirement mistakes.     #1 Not [...]

Investment Planning VS. Retirement Planning What is more important, investment planning or retirement planning? What exactly are the differences??   Both are equally important in different stages [...]

3 Financial Risks To Your Retirement “Risk comes from not knowing what you’re doing.” Warren Buffet  As humans, we mitigate risk on a daily basis.  We wash our hands, buckle up, [...]

Avoiding This Common 401k Mistake As a financial advisor, I occasionally have clients who come to me for advice AFTER they have already attempted to solve a problem on their own.  Now, being [...]