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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Terri Lewis, CLU®, CHFC®
Financial Advisor
6201 College Boulevard, Suite #150
Overland Park, KS 66211
(913) 491-6226
Life insurance can be an important part of your financial plan, but it’s crucial to tie your policy to your needs. If your family relies on your income, it's critical...
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Money can be a major obstacle for couples. Here are a few ways to overcome it. Do you remember when you first met your partner? So many things about them…
Heads up! If you plan to retire this year, you should know these five things. Are you planning to enter the most exciting phase of your life in 2024? A…
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…
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…
