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.

Financial plans may need adjustments as life circumstances change. 🌱 It's important to regularly review and update your ...
04/28/2026

Financial plans may need adjustments as life circumstances change. 🌱 It's important to regularly review and update your financial strategies to ensure they align with your current goals and situation. Whether it's a job change, marriage, or unexpected expenses, staying flexible can help you navigate these changes more effectively.

Managing debt alongside saving may require careful coordination. 💰📊 Strike a balance between paying off your debts and s...
04/23/2026

Managing debt alongside saving may require careful coordination. 💰📊 Strike a balance between paying off your debts and setting aside money for your future. Start by creating a budget that outlines your income, expenses, and debt obligations. Allocate a portion of your income to pay down high-interest debts while also prioritizing savings for emergencies or long-term goals.

Reviewing financial decisions with a second set of eyes may reduce potential oversights.
04/20/2026

Reviewing financial decisions with a second set of eyes may reduce potential oversights.

Mid-career may be a good time to reassess savings rates and goals.
04/17/2026

Mid-career may be a good time to reassess savings rates and goals.

A comprehensive view of assets and liabilities may help identify opportunities and potential gaps in your financial plan...
04/10/2026

A comprehensive view of assets and liabilities may help identify opportunities and potential gaps in your financial plan.

Roth Conversion TimingEvaluate OpportunitiesCertain years may present opportunities to consider Roth conversions based o...
04/07/2026

Roth Conversion Timing
Evaluate Opportunities
Certain years may present opportunities to consider Roth conversions based on tax conditions.

Taxes may remain a significant factor in retirement and can influence income strategies.
04/03/2026

Taxes may remain a significant factor in retirement and can influence income strategies.

If you’re age 73 or older, you may need to start taking Required Minimum Distributions (RMDs) from retirement accounts. ...
03/31/2026

If you’re age 73 or older, you may need to start taking Required Minimum Distributions (RMDs) from retirement accounts. Planning ahead can help avoid tax surprises.

Even a simple estate plan helps ensure your wishes are carried out and makes things easier for loved ones.
03/27/2026

Even a simple estate plan helps ensure your wishes are carried out and makes things easier for loved ones.

Financial success is less about what you know and more about how you behave. Understanding your own money psychology—you...
03/24/2026

Financial success is less about what you know and more about how you behave. Understanding your own money psychology—your beliefs, habits, and biases—is a crucial step.

529 plans offer tax advantages when saving for education. The earlier you start, the more flexibility you may have later...
03/19/2026

529 plans offer tax advantages when saving for education. The earlier you start, the more flexibility you may have later.

Address

10975 Benson Drive, Suite 390
Overland Park, KS
66210

Telephone

+19133444138

Website

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