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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.

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.

December

  • Finding Lost Money

    Though finding buried treasure is unlikely, discovering “lost” money or other assets may not be a fantasy after all.

November

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