WEALTH KC

10/15/2026

💰 You’ve spent years saving for retirement and when it’s time to use that money, you want to know it’ll be available.

Some private investments leave decisions about when—and how much—you can withdraw in the fund manager’s hands. That can be manageable with money you won’t need for years, but tougher when you’re counting on it for retirement income.

🗓️ Investments should fit your life, including when you need to spend them.

More exclusive doesn’t always mean a better fit.

We talk more about that here ➡️

Are exclusive investments worth it? Explore private equity, alternative investments, and why higher fees and complexity don’t always mean a better fit for your goals.

10/14/2026

🤍 An inheritance can bring a lot of emotions and questions all at once.

Before making big decisions, give yourself a little room to breathe. You don’t need to have every answer today.

🔎 A helpful place to start is getting a clear picture of what you’ve inherited.

Is it cash, investment accounts, a retirement account, or property?

Each can come with different steps, and understanding those details can help you decide what comes next.

10/02/2026

➡️ If you invested $100,000 in the S&P 500 in 1992, it would have grown to roughly $3.47 million by June 2026.

➡️ That same $100,000 in a money market fund? About $237,400.

💵 That doesn’t mean you shouldn’t hold cash. Cash is important for emergencies, upcoming expenses, and money you’ll need soon.

But when it comes to money you’re investing for the long term, time + growth can make a pretty incredible difference.

The goal isn’t to choose between cash or investing. It’s knowing which dollars should be doing which job.

💻 Read Will Cocking, CFP®'s full blog in the comments below.

>> Past performance is no guarantee of future results.

09/30/2026

Now, is always a good time.

🤝A Power of Attorney allows you to choose someone you trust to step in and make certain decisions on your behalf if a time comes when you’re unable to make them yourself.

➡️ The important part? You get to choose that person ahead of time.

Instead of leaving important decisions to someone who may not know you, your wishes, or what matters most to you, you can put a plan in place now and select someone you trust to advocate for you!

09/30/2026

🍂 Because getting your financial life in order might be the best kind of cozy.

09/24/2026

🩺 If you’re approaching Medicare or already enrolled and want to better understand your options, join us for our Medicare 101 Webinar: Navigating Your Benefits with Confidence.

We’ll break down:
✔️ Medicare Parts A, B, C & D
✔️ Enrollment periods and important deadlines
✔️ How to think through your plan options
✔️ Costs, benefits, and ways to make the most of your coverage

🗓️ Tuesday, October 13, 2026
🕕 6:00 PM
📍 Link to register below.

09/08/2026

Retirement is supposed to feel exciting, but sometimes all the choices can make it feel a little overwhelming.

🏡 Where will you live?
✈️ How much do you want to travel?
👨‍👩‍👧‍👦 Do you want to be closer to family?
🤔 And what if you and your spouse picture retirement differently?

The good news is, you don’t have to figure it all out at once.

Retirement can be a time to try things, change your mind, and figure out what feels right along the way. Your financial plan should give you the flexibility to do that.

In our latest blog, we share why it’s okay to experiment with retirement instead of feeling like every choice has to be permanent!

For some people, retirement comes into focus pretty easily . They know where they want to live . They have hobbies they’re looking forward to having more time with . Maybe they want to travel, volunteer, spend more time with family, or finally tackle the projects they’ve been putting off for

08/26/2026

📄 Estate planning isn’t just about having a will.

One of the biggest goals of a good estate plan is making things easier for the people you love when you’re gone—and probate can often be a lengthy, expensive headache for your family.

Something many people don’t realize?
❌ A will alone usually isn’t enough to avoid probate.

In our Estate Planning 101 video, we break down the basics of building an estate plan and some of the important pieces you may want to consider.

▶️ Watch the full video at the link in the comments!

08/26/2026

When markets are at all-time highs, it’s easy to wonder:

➡️ Is now really a good time to invest, or should I wait?

History gives us an important reminder, that waiting for the “perfect” time can come with its own risks.

📈 The best market days often happen close to the worst ones.
⏳ Missing just a handful of those strong days can make a big difference over time.
🎯 The goal isn’t perfect timing. It’s having a plan you can stick with.

In our latest blog, we look at what has happened when investors bought at some of the worst possible times and why staying invested can matter more than getting the timing just right!

The S&P 500 reached 24 new all-time highs during the first half of 2026. While that sounds encouraging, it can also make investors wonder whether they have already missed their opportunity. Add in concerns about technology valuations, artificial intelligence, inflation, interest rates, and

08/12/2026

💼 The labor-force participation rate just hit its lowest level since 2021, largely driven by workers 55+ leaving the workforce.

But is that a warning sign, or simply another form of rotation?

In our latest blog, we explore what’s changing beneath the surface and what it could mean for the economy and markets.

Fundstrat recently pointed out that the labor-force participation rate has been gradually declining all year and just fell to  61.4% — the lowest level since February 2021 . What caught my attention, though, is  who is driving the decline: workers aged 55 and older . Their part