As the end of the year approaches, here are some giving strategies you might be able to use to trim your tax obligation. According to the most recent report by…
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Terri Lewis, CLU®, CHFC®
Financial Advisor
6201 College Boulevard, Suite #150
Overland Park, KS 66211
(913) 491-6226
October is National Estate Planning Awareness Month! Here’s how the right plan can help you protect your family. Estate planning is only for the extremely wealthy. I don’t have enough…
Reviewing your life insurance portfolio is a crucial step in planning for the future. Life insurance can play a key role in protecting your family from a financial crisis or…
Indexed universal life insurance is a type of permanent life insurance that offers benefits to policyholders while they’re still alive. Here is what you need to know! Traditionally, life insurance…
As financial advisors, we answer these age-old questions every day. Here are a few answers! It’s an age-old question: When will I be ready to retire? It makes sense that…
In retirement, you’ll need sources of income to fund your lifestyle. Where will those come from? In retirement, questions about market exposure and the potential for growth are replaced with…
Over the last 10 years, employers have made changes to their retirement plan designs, according to a 2022 research study by Vanguard Group. Immediate Eligibility According to a new research...
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