Positive Steps To Take In A Pandemic

Positive Steps To Take In A Pandemic

What positive steps can you take for your finances during a global pandemic? Morningstar Inc. recently created this video “4 Ways to Turn a Down Market to Your Advantage”. These are solid strategies to consider, and implement in the right financial situations: ...
Attend These Estate Planning Workshops

Attend These Estate Planning Workshops

I’ll be giving two workshops at Shawnee Mission Unitarian Church in Lenexa in January – same as last year.  The workshop for simple estates is at 9:15am on January 19th and is appropriate for young adults, young marrieds, young couples with children, older...