David James - Financial Advisor at LifeGoals Strategies Group

David James - Financial Advisor at LifeGoals Strategies Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from David James - Financial Advisor at LifeGoals Strategies Group, Financial service, 1741 N. E. Douglas Street Ste. 100, Lees Summit, MO.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
02/29/2024

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Start building your child's financial future today with these key points to know about Roth IRAs.
02/27/2024

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
02/22/2024

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
02/20/2024

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Are dividends a key component when evaluating investment opportunities? Learn more.
02/15/2024

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
02/13/2024

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
02/08/2024

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Are you worried about outliving your retirement savings? You are not alone.
02/06/2024

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
02/01/2024

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
01/30/2024

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
01/25/2024

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Do you need umbrella insurance? Find out more.
01/23/2024

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Address

1741 N. E. Douglas Street Ste. 100
Lees Summit, MO
64086

Telephone

+18165484113

Website

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