Heidi LaFave, Associate Vice President/Investments - Stifel

Heidi LaFave, Associate Vice President/Investments - Stifel Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Heidi LaFave, Associate Vice President/Investments - Stifel, Financial service, 1806 Oakridge Circle, Saint Joseph, MO.

Happy 4th of July! Our offices are closed on Friday, July 3rd in observation.
07/04/2026

Happy 4th of July! Our offices are closed on Friday, July 3rd in observation.

The Federal Reserve met last week and did what it has done all year: nothing. Rates stayed in the 3.50%-3.75% range, mar...
07/03/2026

The Federal Reserve met last week and did what it has done all year: nothing. Rates stayed in the 3.50%-3.75% range, marking a fourth straight hold and an outcome that markets had already priced in. The real story was not the decision. It was what the Fed said about the future.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/arwH7v

Happy Independence Day to you and your family! Our offices will be closed on Friday, July 3rd.
07/03/2026

Happy Independence Day to you and your family! Our offices will be closed on Friday, July 3rd.

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are n...
07/02/2026

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are no cookie-cutter ways to invest, and where you invest can depend on many factors.

Learn about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aCTlrC

If you're looking to sock away more Roth dollars over and above the qualified plan salary deferral limits, you may be ab...
07/01/2026

If you're looking to sock away more Roth dollars over and above the qualified plan salary deferral limits, you may be able to do so by executing the mega-backdoor Roth strategy.

Read more about the Mega-Backdoor Roth here:
https://livesocial.seismic.com/aMGj_J

Taxation of your Social Security benefits is based upon your provisional income. Provisional income equals your adjusted...
06/30/2026

Taxation of your Social Security benefits is based upon your provisional income. Provisional income equals your adjusted gross income, plus any tax-exempt interest, plus 50% of your Social Security income.

Click the link below to learn more about social security and taxation of benefits:
https://livesocial.seismic.com/aQJiX-

Saving for retirement could come with potential added tax incentives depending on your situation. The Saver's Credit may...
06/26/2026

Saving for retirement could come with potential added tax incentives depending on your situation. The Saver's Credit may apply to certain contributions and income ranges.

Learn how it works and see if you may be eligible:
https://livesocial.seismic.com/aARGOC

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are n...
06/25/2026

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are no cookie-cutter ways to invest, and where you invest can depend on many factors.

Learn about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/a8ew-6

Life, liberty, and the pursuit of happiness offer a framework for understanding freedom today. Applied to finances, they...
06/24/2026

Life, liberty, and the pursuit of happiness offer a framework for understanding freedom today. Applied to finances, they help define financial independence through your needs, wants, and goals, guiding decisions that align with what matters most.

Explore the full newsletter to see how this approach can shape your financial planning decisions:
https://livesocial.seismic.com/a4CaqK

Address

1806 Oakridge Circle
Saint Joseph, MO
64508

Telephone

+18163643334

Website

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