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Address:

 3271 East Battlefield, Suite 200
Springfield, MO 65804

Phone:

Office 417-380-5436 Cell 417-880-5646

Fax/Other:

417-883-7219

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

November

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

October

September

August

July

June

  • Investing in Your Values

    Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

May

April

March

February

January

  • The Cost of Caregiving

    About one out of six American adults had provided unpaid care to another adult during the previous 12 months.

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