Tall Oaks Advisors

Tall Oaks Advisors Building Relationships, Growing Wealth Together in Leawood, Kansas. • Securities offered through LPL Financial Member FINRA/SIPC finra.org sipc.org.

We are a client-focused wealth advisory practice located in Leawood, dedicated to fostering strong partnerships and helping you achieve your financial objectives with confidence. Investment advice offered through Tall Oaks Advisors, LLC a registered investment advisor and separate entity from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and hav

e not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
09/02/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
08/31/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Children with special needs may need ongoing help after their parents are gone.
08/30/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

There are billions in unclaimed dollars in the US. Is some of that yours?
08/28/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
08/26/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/24/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Three important questions to consider before you start taking.
08/23/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Have a strategy for discussing healthcare with your parents.
08/21/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
08/19/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Early estimates for the 2027 Social Security cost-of-living adjustment have moved lower as inflation moderates.New proje...
08/19/2026

Early estimates for the 2027 Social Security cost-of-living adjustment have moved lower as inflation moderates.

New projections suggest the 2027 COLA may fall between 3.4% and 3.6%.

The official adjustment has not been announced yet. The final number will depend on inflation data for July, August, and September.

Social Security COLAs are calculated using the Consumer Price Index for Urban Wage Earners and Clerical Workers, known as CPI-W.

July data showed CPI-W rose 3.4% over the past 12 months. The broader consumer price index also rose 3.4% year over year.

One estimate from AARP suggests a 3.5% COLA would raise the average retired worker’s benefit by about $73 per month.

For retirees and near-retirees, the COLA is an important reminder that inflation can affect income, purchasing power, household expenses, and long-term financial decisions.

New estimates show just how much Social Security benefits may increase in 2027, based on new government inflation data.

Address

5251 W. 116th Place, Suite 200
Leawood, KS
66211

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Tall Oaks Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category