Well, it’s that time again. School is back in session and parents are reminded that college tuition bills are looming. When families start thinking about saving for a child or grandchild’s education, two options often come up: the Coverdell Education Savings Account (ESA) and the 529 Plan. At first glance [...]
When many people think about working with an investment advisor, they picture something similar to a mechanic. You bring in your portfolio when it “needs a tune-up,” they make a few adjustments, and you drive away until the next issue pops up. In reality, your financial advisor should be more [...]
Have you ever had a serious medical procedure and asked what it would cost you out-of-pocket only to be told by the provider that they have no idea and you’ll “just have to wait for the bill”? In virtually no other industry is this kind of opaque pricing acceptable. Imagine [...]
At the risk of beating an already dead horse, I felt compelled this week to offer some insight and commentary on the recent viral video featuring a high-profile CEO and his head of HR at a rock concert, both caught in what appeared to be an affair. At first, I [...]
After months of heated debate and partisan gridlock, President Trump signed the Big Beautiful Bill into law on July 4th, making it the most sweeping policy achievement of his second term to date. This landmark legislation includes major changes to the U.S. tax code. Today, I want to break down [...]
I’ll admit it; I love politics. I enjoy the open debate between people with diverse points of view, the strategic art of persuasion, and yes, even the soap opera that elections often become. Of particular interest to me recently has been the meteoric rise of Zohran Mamdani, a 33-year-old socialist [...]
Last fall, I wrote extensively about Missouri Senate Bill 190, which effectively freezes property taxes for many senior Missouri residents. I also led several workshops and personally assisted many of you in getting approved for this valuable benefit here in Jackson County. However, things became more complicated recently when Jackson [...]
A while back, my parents and I had a conversation about long-term care (LTC) insurance. Talking about the possibility of one or both of them needing this kind of care wasn’t fun for any of us, but that made it no less important. It’s one of those decisions many people [...]
Many experts said it was only a matter of time before the bromance between Donald Trump and Elon Musk would go south. This past week, we all got a front-row seat as their partnership blew up like a 50-megaton hydrogen bomb, leaving devastation in its wake. You might wonder: what [...]
Over Memorial Day weekend, my phone unfortunately found its way to the bottom of a lake. In the days that followed, as I scrambled to acquire a suitable replacement, I had a sobering realization: I’ve become far more dependent on that little device in my pocket than I ever imagined [...]
