Marc Neighbor- Convergence Financial

Marc Neighbor- Convergence Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Marc Neighbor- Convergence Financial, Financial service, 10975 Benson Drive, Suite 390, Overland Park, KS.

Sharing the broad outline of your estate plan with your family, not necessarily every detail, can prevent misunderstandi...
06/30/2026

Sharing the broad outline of your estate plan with your family, not necessarily every detail, can prevent misunderstandings and conflict later. Knowing what to expect helps heirs prepare and reduces the likelihood of disputes.

Qualified charitable distributions, donor-advised funds, and charitable remainder trusts are tools that allow you to sup...
06/29/2026

Qualified charitable distributions, donor-advised funds, and charitable remainder trusts are tools that allow you to support causes you care about while also managing your tax picture. Giving thoughtfully can serve both your values and your financial plan.

Life insurance, disability coverage, and long-term care insurance are often easier and less expensive to obtain while yo...
06/27/2026

Life insurance, disability coverage, and long-term care insurance are often easier and less expensive to obtain while you're still employed and in good health. The year before retirement is a natural moment to review what you have and what you might need.

A healthcare directive outlines your medical preferences if you can no longer communicate them. A living will and health...
06/25/2026

A healthcare directive outlines your medical preferences if you can no longer communicate them. A living will and healthcare proxy together ensure that your wishes guide decisions rather than leaving family members in a difficult position.

Claiming Social Security at 62 versus waiting until 70 can result in a difference of 76% or more in your monthly benefit...
06/24/2026

Claiming Social Security at 62 versus waiting until 70 can result in a difference of 76% or more in your monthly benefit. The right timing depends on your health, other income sources, and whether you're married — there's no single right answer.

Retirement planning can become more actionable when you have a specific savings target in mind. Estimating your expected...
06/23/2026

Retirement planning can become more actionable when you have a specific savings target in mind. Estimating your expected annual expenses, your retirement timeline, and your income sources helps you work backward to a number you can actually plan toward.

529 funds can now be used for K-12 tuition, trade schools, apprenticeship programs, and even student loan repayment. Thi...
06/22/2026

529 funds can now be used for K-12 tuition, trade schools, apprenticeship programs, and even student loan repayment. This flexibility makes them a versatile tool for a wide range of educational paths.

Celebrate Father's Day! 🎉👨‍👧‍👦 Today we honor all the amazing dads out there who work hard, support us, and shower us wi...
06/21/2026

Celebrate Father's Day! 🎉👨‍👧‍👦 Today we honor all the amazing dads out there who work hard, support us, and shower us with love every day. Whether it's through sharing wisdom, teaching life skills, or simply being a shoulder to lean on, fathers play an irreplaceable role in our lives. Let's take a moment to express our gratitude and appreciation for them.

Major life transitions often require adjustments to your financial plan. Being proactive about these changes can help yo...
05/29/2026

Major life transitions often require adjustments to your financial plan. Being proactive about these changes can help you navigate them more smoothly.

Marriage brings two financial lives together, which requires deliberate conversations about goals, habits, and account s...
05/27/2026

Marriage brings two financial lives together, which requires deliberate conversations about goals, habits, and account structure. Starting those conversations early sets a healthier foundation.

Address

10975 Benson Drive, Suite 390
Overland Park, KS
66210

Telephone

+19133444138

Website

Alerts

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

Contact The Business

Send a message to Marc Neighbor- Convergence Financial:

Shortcuts

Share

Category