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CWOs for Hire No person was compensated for providing endorsements or ratings via Facebook. We cannot guarantee that individual is a current client.

Outcomes are specific to each client, and do not guarantee identical outcomes in the future for another client. Our mission is simple: to provide you a better life by giving you greater control of your finances. We help you navigate through the ups and downs of life.

11/03/2026

If you've experienced a qualifying life-changing event, you may be able to request lower Medicare premiums.

Don't overlook this one. More info can be found here:

https://youtu.be/Ptuy9r4jk0A

10/27/2026

To my fellow CPA/CFP's

Do you see this as true?

“If the lava starts changing, we need to change direction.”

That’s a lesson from hiking near an active volcano in Hawaii.

It’s also a pretty good description of retirement planning.

Your strategy shouldn't be set in stone when the conditions around you can change."

10/23/2026

Have you thought about how your money will eventually pass to your family?

Estate planning isn't just for billionaires. It can involve gifting money to children or grandchildren, reviewing beneficiaries, and understanding whether a trust makes sense for your situation.

Take a listen:

10/22/2026

Want to give money to your kids or grandkids? In 2026, you can generally gift up to $19,000 per recipient without using your lifetime gift and estate tax exemption or filing a gift tax return solely because of that gift.

Married couples may be able to give $38,000 per recipient. A simple strategy worth understanding before year-end!

10/20/2026

In this episode, I discuss annual gifting strategies, estate tax exemptions, and irrevocable life insurance trusts (ILITs)—including how these tools may help families transfer wealth more efficiently.

The key is understanding your options before you need them. Estate planning isn't just about what happens after you're gone. It's about making thoughtful decisions today to help protect the people and assets that matter most:

https://youtu.be/g5eauSwLxMk

10/15/2026

If you plan to retire in 3–5 years, have you looked at the tax consequences of your investments? What happens when you start using them?

That conversation is worth having sooner rather than later.

10/13/2026

NEW EPISODE!

Your investments can be doing everything right, but your tax plan can still be behind. I see clients all the time start retirement planning when they're already close to retiring.

Pro Tip: A few years earlier can mean more options.

https://youtu.be/9WWVVeU4Vo4

10/09/2026

YOUR IRS ACCOUNT IS WORTH CHECKING.

📱 See your balance
đź“„ Access tax records
đź’° Review payments
📬 View certain IRS notices

A little tax organization now can save you a lot of frustration later:
https://youtu.be/fv6moLj6keI

10/08/2026

You should probably have an IRS account before you actually need one.

Knowing what the IRS has on file can be pretty valuable—especially when you're planning taxes, reviewing past returns or trying to understand a notice.

The new IRS app makes that information easier to access.

Address

13492 Clayton Road #2
Town And Country, MO
63131

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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