by Ryan Shumaker | Feb 23, 2026 | Blog
According to early IRS filing data, the average tax refund is over 14% higher so far this filing season compared to the same time last year, and the average refund is projected to be over $1,000 more. While many treat their tax refund like a spring bonus, the reality...
by Ryan Shumaker | Dec 27, 2025 | Blog
There are only three questions you need to answer to ensure your money continues working for you throughout your retirement. Over the past two months, we’ve covered “How Long Will You Live?” and “How Much Will You Spend?” both of which you can revisit under the...
by Ryan Shumaker | Aug 14, 2025 | Blog
The nine most terrifying words in the English language are “I’m from the government and I’m here to help,” according to Ronald Reagan. Shortly after the Big Beautiful Bill passed, the Social Security Administration sent out an email to all with an online account that...
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 | 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...
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