WEALTH KC

There is some serious energy in Kansas City right now and we are ready for the big game on Sunday! Before you head into the weekend, we wanted to share some of the best things we saw or read this week for you to check out. Now, let's #runitback! . .... . #wealthkc #KansasCity #runitback #RedFriday #Chiefs #finance #financialplanning #investment #simplify #organize #plan #financialplanner See more

Don't let a negative January drag you down. 8 out of the last 9 times the market has been down in January, it's finished the year positive with an average 11.5% return!

Financial planning often focuses on people mid-career to those retired. While those years are critical, we’ve recently had questions on more basic financial planning concepts from individuals looking to get started. We plan to start sharing out this information each week on #StarterSunday. This week’s concept comes from a quote used historically, but heard it again on a show we recently watched - you can’t get rich by pinching pennies. There’s two steps to building wealth,... choosing to save AND being able to choose the right vehicle to build on that savings - one really can’t happen without the other. Pinching pennies can only get us so far, below we show the impact of investing with your savings starting with the same $20,000 initial contribution and showcasing after 20 years with two different avenues where it could be - check it out! Savings account with an annual interest rate of .5%: $22,097.91 You would have made $2,097.91 in 20 years. Average S&P 500 rate of return since 1926 (10-11%) | 10.5%: $147,324.70 You would have made $127,324.70 in 20 years. . . . #wealthkc #kansascity #investment #financialplanning #finance #simplify #organize #plan #savingmoney #savings #StarterSunday

With the inauguration this past Tuesday, it brings up different questions and thoughts about what it might mean to invest during a "blue wave". Check out our article about what history has shown us in this case and how we use this information as we plan with our clients! . . . #wealthkc #KansasCity #finance #financialplanning #organize #simplify #plan #sticktotheplan #investment

Happy Red Friday, Chiefs! Our #FridayFinds are out with plenty of time for a quick read before the big game Sunday, check out below! . .... . #wealthkc #kansascity #chiefs #win #financialplanning #finance #simplify #organize #plan See more

A very high percentage of the time, the answer to this or any other questions about the old plan is, I have no idea. https://wealthkc.com///1/12/what-can-i-do-with-my-old-401k

FRIDAY FINDS: 12.11.2020 https://wealthkc.com/blog/fridayfinds-12-11-2020

It is the second-to-last Friday in 2020 here’s to hoping 2021 is a little different than the last year, maybe a bit more normal! Over the holidays, we like to look back on the past year and regroup to set plans for the new year. This week’s #FridayFinds has a great quote that speaks to this and what it looks like to build something meaningful. What are you hoping to build or work on in 2021? Cheers to the weekend and check out our #FridayFinds below!... . . . #WealthKC #KansasCity #KC #FridayFinds #organize #simplify #plan #finance #financialplan #planning See more

FRIDAY FINDS: 12.4.2020 https://wealthkc.com/blog/fridayfinds-12-4-2020

However you are spending Thanksgiving, we hope you didn’t miss out on the pumpkin pie! We are thankful for each and every one of you, we don’t take for granted getting to work side-by-side with our clients on such meaningful work. Happy Thanksgiving to you all!

Today we honor those that have served bravely in uniform to protect our country and freedom, we are forever grateful! #VeteransDay

"The S&P 500 has historically climbed higher regardless of who’s president. Sure, it has drawdowns from time to time but if you zoom out far enough, the US Economy and the companies that make it up have endured every political situation we’ve ever faced." . . . #WealthKC #KansasCity #financialplanning #finance #election2020 #simplify #organize #plan

Tryna sneak into your retirement savings early.

Meet Mackenzie, our Executive Assistant and Office Manager! She enjoys spending time with her husband, son, and pup named Kuzco traveling and camping when the weather's good for it. The Chiefs and Royals are her home teams and watches their games whenever she can. Prior to joining our team, Mackenzie worked in banking for 20 years connecting with customers and providing support to the organization's leaders. We are so glad to have her and hope you can meet her soon!

We don’t have to be smarter than the rest; we have to be more disciplined than the rest. - Warren Buffett Most of the greats in their professions have at least one thing in common - discipline. Whether it's Michael Jordan waking up and consistently putting in the practice hours or Warren Buffett sticking to his business strategies when outside factors are pulling a different way - they had control and it paid off in spades. Being on the right side of your finances is no dif...ferent, self-discipline or control make the difference. Young, working, retired - this rings true across the board! . . . #wealthkc #kansascity #kc #financialplanning #financialplan #financialfreedom #investing #invest #simplify #organize #plan See more

Exactly . . . . #wealthkc #longterm #investor #kansascity #kc #financialplanning #financialfreedom #annual #investments

Last year, a CNBC survey found that those making $150,000/year were more likely to work with a financial professional and those earning $50,000 or less were most likely to not plan for their financial future at all. Our advisors work with individuals and families of all income ranges to help build out financial plans. We have found salary doesn't decide financial success but rather dedication to that goal! . .... . #wealthkc #kansascity #financialplanning #finance #wealth #budget #access #financialfuture See more

Budgeting, or a spending plan as we like to call it, doesn't have to be exhausting or stressful to think about. We love using tools like Intuit Mint and Simplifi by Quicken that connect directly with your money so that you don't have to manually enter in each purchase. Tracking your spending helps you stay on pace for your goals but also allows you the freedom to enjoy your way there! . .... . #wealthkc #finance #kansascity #financialfreedom #mint #simplifi #budget #budgetplan #financialplan #cashflow #investments See more

On this day each year, we take time to remember the loss of life and honor the heroes of September 11th. We are constantly reminded of the pictures and videos that showed a suffering community coming together stronger that day and the weeks to follow. We will never forget.

Investing Is Hard: Part 1,738

It's been a crazy few months around here and plan to use the long weekend to recharge with family before the new season, we hope you do the same! . . . #wealthkc #labordayweekend #weekend #kansascity #getoutside #rest #recharge #finance #financialplanning