Don't wait until March to see how 2024 shook out for you tax-wise. Before the year draws to a close, it’s an ideal time to evaluate financial strategies and take…
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Joe Harrish
Financial Advisor
6201 College Boulevard, Suite #150
Overland Park, KS 66211
(316) 655-9136
Text: (913) 794-3771
As we approach 2025, at the end of which the current estate tax exemption is set to expire to around half of what it is now, it’s important to revisit…
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At its simplest, you probably already know that life insurance provides funds in the case of unexpected loss of life. But there may be other aspects of life insurance that…
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When You’re Young—In Your 20s We’ve all heard the famous quote by Albert Einstein, the one where he said, "Compound interest is the eighth wonder of the world. He who…
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In the first quarter of 2024, U.S. annuity sales were $106.7 billion, the highest first quarter total since the 1980s, when LIMRA first started tracking annuity sales. Despite these high…
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We get it. Retirement can be scary. We know this because it’s our job to help our clients plan for and seamlessly transition into what should be one of the…
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There’s an old saying that goes something like, “What you don’t know can’t hurt you.” You might have even used it, maybe when you came home past curfew without your…
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While there’s little doubt women have taken major strides professionally and socially over even the past few years, it’s still all too common for them to be left out of…
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No matter how old you get, crafting an estate plan can feel like something older people do. Thinking about your mortality is uncomfortable and many put it off because it…
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