As we head into the holiday season, another season looms in the distance: tax season. Don't wait until March to see how 2024 shook out for you tax-wise. Before the…
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Joe Harrish
Financial Advisor
6201 College Boulevard, Suite #150
Overland Park, KS 66211
(316) 655-9136
Text: (913) 794-3771
October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs for the benefit of your loved ones. As we approach 2025,…
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Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it. At its simplest, you probably already know that life insurance…
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Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement,…
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We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were…
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Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement can be scary. We know…
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Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s Financial Literacy Month, we thought it would be the perfect time to discuss some things…
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It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt women have taken major strides professionally and socially over even the past…
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Once you turn 50, your birthdays might have greater implications for your retirement. Here are some that you should mark on your calendar. No matter how old you get, crafting…
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