Blog Posts

Why I Volunteer: Raymore-Peculiar Sunrise Optimist Club

Why I Volunteer: Raymore-Peculiar Sunrise Optimist Club

By Ryan W. Brooke

A few years ago, I knew I wanted to get more involved in my local community. After speaking with trusted friends and leaders in the community, I was introduced to the Raymore-Peculiar Sunrise Optimist Club. While I will admit I hadn’t heard of the organization before, I quickly learned that it would be a great fit and allow me to make an immediate impact on my community.

When Children Earn a Paycheck – Q&A with Mama Meredith Part III

When Children Earn a Paycheck – Q&A with Mama Meredith Part III

By Jessica Searcy Kmetty

In Part I of this blog series, we introduced you to Meredith, a self-described community creator, home curator, minimalist, hipster mama who is raising 3 “wonderful wilds” in NYC. We talked about how she manages finances for her family, how she and her husband discuss their money scripts, and her philosophy on debt and spending. In Part II, we talked about her family’s “no-spend” months and how you could incorporate them into your life. In Part III, we’re going to hear more about her children, all of whom are employed.

Controlling Your Emotions During Volatile Markets

Controlling Your Emotions During Volatile Markets

By Michael J. Searcy

In our current market, we’re seeing changes daily and some are drastic enough to spook even the most seasoned investor and cause them to make decisions outside of their best interest. How have the market changes been affecting you?

If you were to ask yourself whether you make decisions based on headlines and short-term volatility scares, you would probably believe those issues wouldn’t affect your behavior. We tend to believe that we will always make the most rational, considerate decisions. However, controlling your emotions during volatile markets and staying rational isn’t as easy as you might think.

How to Keep Your Money in Your Family

How to Keep Your Money in Your Family

Whether you have your family in mind, or lifelong friends, you want their futures to be safe and secure. You want the people you love to prosper in life. And what better way to show your devotion and appreciation than by ensuring your hard-earned money and investments go to them—after your passing?

So, how do you keep your money in your family or within your circle of closest friends rather than lost to legal fees or government portions?

Should a Trust be the Beneficiary of Your IRA? Factors to Consider

Should a Trust be the Beneficiary of Your IRA? Factors to Consider

For many Americans, the assets in their Individual Retirement Account represent a significant portion of the wealth they hope to leave to their loved ones. You may have heard that creating a trust and naming it as the beneficiary of your IRA is a good way to direct how your assets are distributed after your death and force your heirs to “stretch” the IRA for generations.

However, trusts and inherited IRAs are complex vehicles that have a lot of details to get right. Here are some of the pros and factors to consider regarding naming a trust as a beneficiary of your IRA:

Why I Volunteer: The Joy Bus

Why I Volunteer: The Joy Bus

By Jessica Searcy Kmetty

Millions of cancer patients are left to fend for themselves during this turning point in their lives. The Joy Bus will relieve the burden put on families during this time by providing healthy meals specified to meet our patron’s needs. The Joy Bus delivers not only quality meals to your doorstep but compassion and a smiling face. – The Joy Bus

The Joy Bus is a non-profit that partners with the Phoenix community to deliver high quality, chef inspired, medically tailored meals each Friday to homebound cancer patients.

Upping Your Wellness Game by Including Financial Wellness

Upping Your Wellness Game by Including Financial Wellness

By Marc C. Shaffer

Americans take wellness pretty seriously.

We’re tracking our steps, sleep and health patterns on wearable devices to make sure we stay on track daily. We’re getting our social fix in healthy ways such as group fitness classes, fun runs and endurance obstacle course events. We’re getting organic ingredients delivered to our homes to make meals as a family and taking customized mixes of health supplements. We’re even planning our vacations around a mix of relaxation and athletic opportunities. According to a 2018 MyProtein study, we’re spending more on fitness over a lifetime than we pay for college tuition.

No-Spend November (Or Any Other Month You Please) – Q&A with Mama Meredith, Part II

No-Spend November (Or Any Other Month You Please) – Q&A with Mama Meredith, Part II

By Jessica Searcy Kmetty

In Part I of this blog series, we introduced you to Meredith, a self-described community creator, home curator, minimalist, hipster mama who is raising 3 “wonderful wilds” in NYC. We talked about how she manages finances for her family, how she and her husband discuss their money scripts, and her philosophy on debt and spending. In Part II, we’re going to dive deeper into something she has been trying out with her family – no spend months.

9 Steps for Managing the Pressures of The Sandwich Generation

9 Steps for Managing the Pressures of The Sandwich Generation

They are hard pressed on both sides. They manage the needs and challenges of several households. They firmly occupy the middle ground between two generations.

They are members of the sandwich generation. Typically middle-aged, they often help support parents 65 or older and children under the age of 18.

Planning Ahead – National Preparedness Month

Planning Ahead – National Preparedness Month

The Cambridge Dictionary defines “prepare” as making or getting ready for something that will happen in the future. It also states: “to expect that something will happen and to be ready for it.”

A capricious planet Earth makes natural disasters inevitable. Some years are worse than others, and relatively brief stretches of recorded history demonstrate the ferocity nature can superimpose on unsuspecting civilizations.