Elizabeth Snodgrass - Area Sales Leader at Waddell & Reed

04/29/2022

We are teaming up with Rokc Climbing Gym Olathe to offer a unique and amazing experience of blind climbing. This requires getting comfortable with the uncomfortable in a safe environment. We'd LOVE to have you there!! Interested?! Please share this post, tag us and Rokc Climbing Gym Olathe and let's max the capacity on this climbing event (that happens to include food and an option for a blind whiskey tasting event (after you climb))

08/13/2019

We’ve recently expanded the technology offerings available to advisors. Schedule a meeting with me today to discuss the Waddell & Reed difference.

Latest wealth management enterprise to provide access to the Riskalyze platform

07/15/2019

According to a recent survey, Americans, on average, believe they need $1.7 million to retire comfortably… but many people fall short of that goal. Let's talk about creating a retirement savings plan today.

Americans believe they need $1.7 million, on average, to retire, according to a recent survey from Charles Schwab. That's a pretty good number if they can get there.

07/10/2019

Socially responsible investing, sustainable investing, impact investing – It can be hard to discern the differences behind the names and what those might mean for your investments. Here’s what you need to know.

Values-aligned investing is called by many different names, which are commonly misused or misunderstood by investors. Decoding the terminology will make this type of investing more accessible to advisors and investors alike.

06/26/2019

Being a working mom can be tough – being a mom requires an awful lot of flexibility, after all. But some careers may be better suited to the demands of motherhood than others. This article has a few suggestions.

These flexible careers can be game-changers for working moms.

06/24/2019

Do you use an allowance to teach your children about money? Here are some tips – and some things to consider – when giving your children an allowance.

A new survey shows that 40% of Americans are paying their kids an allowance. Here's how much they are paying and other ways you can teach your children about money.

06/19/2019

Women face unique challenges when it comes to negotiating for salary – but that just makes negotiation all the more important. Here’s what you can do to get the salary you deserve.

Women face unique challenges when it comes to negotiating. Use this guide to avoid the bias traps and earn your true value.

05/01/2019

If you spend too much time thinking about your next step, you’ll never take the first one. Don’t let the lack of a perfect plan be the enemy of taking good – and immediate – action.

In business, in a relationship or in any big project, you have to focus here before you focus there.

04/29/2019

There are many variables when figuring out retirement finances. But the most important question is: How do you create a stream of income from a portfolio of investments? Contact me today to discuss your retirement income strategy.

A million bucks sounds like a lot, but is it really?

04/17/2019

Talking to kids about money is taboo for some people. Discover how you can help raise financially smart kids. matters.

Understanding finances is a basic building block for adulthood. Discover strategies you can use to raise a generation of financially smart kids.

04/11/2019

Ready to say "I do" to planning your financial future as a couple? I'm here to help with a simple, in-person explanation of how the process works.

Robo-coach, robo-parent, robo-advisor...? There's no substitute for the personal touch, especially in financial planning.

04/04/2019

When preparing for retirement, it's important to get as far ahead of the curve as possible so things out of your control don't disrupt your financial security. Here are things to consider as you plan for retirement.

The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.