Marc Neighbor- Convergence Financial

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Overland Park, KS
Marc Neighbor- Convergence Financial

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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.

09/02/2026

The most important financial decision you can make isn't which stock to buy or which fund to choose - it's simply starting. Even a small, consistent contribution to a savings or retirement account today puts time on your side, and time is the one ingredient you can't buy back later.

08/31/2026

High-net-worth individuals often have significant wealth tied up in real estate, business equity, or illiquid investments. Understanding the distinction between what you own and what you can access quickly is an important part of sophisticated financial planning.

08/27/2026

Calendar-based rebalancing reviews a portfolio at predetermined intervals, while threshold-based rebalancing occurs when asset allocations move beyond a specified range. Threshold-based approaches may help keep portfolio risk closer to its target, particularly during sustained market trends.

08/25/2026

Owning property or spending significant time in multiple states can create unexpected state tax obligations, particularly in high-tax states with aggressive residency rules. Documenting where you actually live and maintaining clear records of time spent by state is increasingly important.

08/21/2026

People naturally treat money differently depending on where it came from or what they've designated it for, a tendency called mental accounting. This can lead to suboptimal decisions, like keeping cash in a low-yield account while carrying high-interest debt.

08/19/2026

Evaluating financial advice requires understanding your advisor's compensation structure, their planning process, how they handle conflicts of interest, and whether their recommendations are grounded in your specific situation. Asking direct questions about these areas helps ensure the relationship is working in your interest.

08/17/2026

A spousal lifetime access trust (SLAT) can remove assets from the grantor’s taxable estate while allowing the beneficiary spouse, as trustee or otherwise as permitted, to access trust assets under the trust’s terms. It therefore combines estate-tax planning with continued access to resources for the family, subject to the trust’s irrevocable structure and applicable tax rules.

08/15/2026

Risk tolerance isn't just a number on a questionnaire. It has a capacity dimension (how much loss your plan can absorb), a willingness dimension (how much volatility you can emotionally sustain), and a time dimension (how your tolerance may shift as your situation changes). Addressing all three leads to more durable planning.

08/13/2026

As investment portfolios grow, taxes on dividends, capital gains, and distributions can have a significant impact over time. A thoughtful tax-location strategy—choosing which investments to hold in different types of accounts—can become increasingly valuable as assets grow.

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.

Address

10975 Benson Drive, Suite 390
Overland Park, KS
66210

Telephone

+19133444138

Website

http://convergence-financial.com/

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