Where Is the Market Headed?

Where Is the Market Headed?: We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retiring the 4% Rule

Retiring the 4% Rule: A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

18 Years Worth of Days

18 Years Worth of Days: The average retirement lasts for 18 years. Are you prepared to fill that many days?

Investments

Investments: You’ve made investments your whole life. Work with us to help make the most of them.

How to Retire Early

How to Retire Early: Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth: Why are 401(k) plans, annuities, and IRAs so popular?

Blue Springs Income Tax Preparation Checklist

Our Blue Springs tax organizer will help you organize your tax information and make sure you don't miss any important deductions during tax preparation.  
 
Please complete the following steps to take advantage of this tax organizer.
 
1. Click on the "2017 Tax Organizer" button below to bring up the organizer in a new window. If you have a small business, rental property or a farm please complete the additional organizer as well.
 
2. Fill out all the information you can.
 
3. To schedule a time for us to visit please call 816-220-2001 or schedule online. 

4. Bring the completed tax organizer and all supporting documents to the meeting or you may use our Client Secure File Portal to send us your organizer and supporting documentation.

2017 Tax Organizer

Small Business Organizer

Rental Property Organizer

Farm Income