by Ryan Shumaker | Sep 1, 2023 | Blog
We often say on our radio show that retirees are one of the highest and most unfairly taxed groups out there. This is especially true in Kansas, as Kiplinger has our state rated as the third least friendly state in the entire country for taxes on retirees. At our...
by Ryan Shumaker | Jul 11, 2023 | Blog
If your goal in retirement is to have an increasing income in order to offset ever increasing prices, gold is one of the worst possible investments you could make. In fact, gold is the second worst major investment class an investor could buy if the goal is to beat...
by Ryan Shumaker | Apr 27, 2023 | Blog
The stock market hit a new 52 week low a whopping 13 times last year. That’s more than what we saw over the entire last decade and nearly twice as many times as what occurred during the booming 90s. Banks are starting to fail, inflation is still stubbornly high, and...
by Ryan Shumaker | Mar 10, 2023 | Blog
We are big fans of the saying, “Give to Caesar his due, but not a dollar more!”, which is why at our firm we focus on helping clients create tax efficient retirement plans and portfolios. With tax filing season upon us, we thought we’d share a few common issues we see...
by Ryan Shumaker | Feb 15, 2023 | Blog
Retirees are one of the highest and most unfairly taxed groups. Every dollar that needlessly goes to taxes is one additional dollar you must make up for elsewhere, whether that be by taking on extra investment risk, spending less, or not having as much to pass on as a...
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