Retire Smart Kansas

05/30/2026

Ever wonder what a revocable living trust actually does?

It can help your assets avoid probate and keep things more private for your family. It’s one way people simplify how things are handled down the road.

Is this something you’ve looked into before?

05/25/2026

This Memorial Day, we honor the brave men and women who recognized the profound responsibility of freedom and gave the ultimate sacrifice to defend it.

As we reflect on their legacy with gratitude, we also acknowledge our duty to steward that freedom well. We remember and honor the fallen.

05/23/2026

None of us know exactly what the future holds.

But having a plan in place can help you feel more prepared for whatever comes next. It’s about making thoughtful decisions today that support the life you want later.

Do you feel like your current plan is where you want it to be?

05/19/2026

Those retirement account numbers can be a little surprising 💭

Averages might look strong, but many people are actually saving less than they think when you look closer at the median. Take a closer look here: https://www.investopedia.com/ira-balance-expectations-for-individuals-in-their-50s-by-2026-what-you-need-to-know-11947938

Do those numbers line up with what you expected?


The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

The typical IRA balance for people in their 50s might surprise you. Here's what the latest data shows—and what it means for your retirement plan.

05/16/2026

Ever since employers shifted away from pensions, the responsibility to save for retirement has fallen squarely on employees’ shoulders.

We believe the contributions you’ve made for decades should fund your future, not the IRS.

05/12/2026

Hard to believe we’re getting close to the halfway point of the year 🙂

With mid-year coming up, now’s a good time to start thinking about a quick investment check-in. A small review can help you stay aligned and make any adjustments before the year gets away from you.

Are you planning to revisit your strategy soon?

05/09/2026

Do we need to dust off your financial strategy?

For many people, an updated plan is long overdue. A spring cleaning of your finances doesn't require dramatic lifestyle changes, just a look around for hidden culprits that can be easily cleaned up and replaced with better habits.

Here's where to look:
https://ow.ly/6jgr50YOIES



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.

05/05/2026

Most workplace 401(k) plans offer no room for personalization, beyond selecting what date you hope to retire.

Let’s put together a plan that breaks the mold, and fits your unique needs and goals.

04/25/2026

Don’t just retire … Retire Smart!

Retire Smart Kansas airs weekly to help our fellow residents of the Sunflower State walk away from work with confidence.

04/21/2026

Safe money is great. But if your savings aren’t growing fast enough to keep up with inflation, you could be setting yourself up for trouble down the road.