PremierChoice

10/17/2026

The biggest risk in retirement is not a market drop.
It is running out of income.

If you are getting close to retirement (or already retired), here are 5 questions to ask yourself this week:

1) If the market drops, can I still pay my bills without selling investments at the wrong time?
2) How much monthly income do I need to cover my basics (housing, utilities, food, insurance, healthcare)?
3) What income is guaranteed (Social Security, pension) vs what income depends on the market?
4) If one spouse passes away, how does our income change?
5) If I live longer than expected, do I still have a plan?

This is where annuities can help for the right person.
Some annuity strategies are designed to create a predictable "retirement paycheck" and help reduce the risk of outliving your money.

If you are in Springfield MO or Southwest Missouri and want a plain-English retirement income review, call our office at (417) 616-3291.

Follow our page for simple retirement planning tips you can actually use.

10/17/2026

Friendly reminder for families and busy parents:

The earlier you book your tax appointment, the less stressful tax season feels.

If you had a life change this year (new baby, new job, side hustle, bought a home), let’s make sure you are not missing credits or deductions.

Call (417) 616-3291 to get on the schedule.

10/16/2026

Have you heard of a LIRP? Give our office a call to better understand how you could benefit from owning a LIRP and the potential of having a tax free retirement. 417-616-3291

10/15/2026

If you are a business owner and you took owner draws this year, make sure you are setting aside for taxes.

A simple rule of thumb: move a percentage of each payment into a separate tax savings account.

Not sure what percentage makes sense for you? That is exactly what tax planning is for.

Call (417) 616-3291 to schedule.

10/14/2026

Small business owners: a quick Q4 tax tip.

If you are not tracking mileage, you might be leaving money on the table.

Start now:
- Write down your starting odometer
- Track business trips (date, purpose, miles)
- Keep it consistent through 12/31

Need a simple system? Call (417) 616-3291.

10/13/2026

Tax season is coming, and the best time to start is before you feel behind.

3 things you can do this week:
1) Create a folder for tax documents (paper or digital)
2) Save receipts as you go
3) Write down any life changes (new job, moved, new baby, side income)

When you are ready, we can get you on the calendar.
Call (417) 616-3291.

10/12/2026

Tax season appointments go fast.

If you want a smoother filing season, the best move is booking early and getting your documents organized now.

Quick start list:
- Gather 2026 income docs as they arrive
- Track business expenses weekly
- Save receipts in one place

Ready to get on the calendar? Call (417) 616-3291.

10/09/2026

Quick reminder for families and small business owners:

A good tax plan is not just about April. It is about protecting what you are building all year long.

If you had 15 minutes with a tax pro this week, what would you ask?

Call (417) 616-3291.

10/07/2026

You could be responsible for your parents debt! This is great read to give you a glimpse of what is already law in some states and what could be a law in the coming years in states that didn’t already have a law in place.

If this is a concern that you have, give our office a call and set up an appointment to discuss options.

Experts say Medicaid cuts could lead to more enforcement of filial responsibility laws, where you could be legally liable for unpaid bills. https://www.investigatetv.com/2026/10/05/why-this-law-could-leave-adult-children-paying-parents-medical-debt/