Articles
Financial Articles & Tips: Your Resource in Overland Park & KC
In our mission to be your most trusted resource, we hope that you find the articles written by our own advisors to be helpful.
Why I Became a Financial Advisor
By Bernie Wurts, CFP® Can you think of a time in your life that was a pivotal moment in determining the course of your future?
Annuities in the Spotlight: Discover Their Surging Popularity in Finance
By Bernie Wurts, CFP® Over the past few years, annuities have seen a surge in popularity, driven by investor concerns around rising interest rates and
Master Your Retirement Savings: 5 Must-Know Facts About Roth IRAs
By Bernie Wurts, CFP® The idea of tax-free income is a goal for many taxpayers, and when you opt for a Roth IRA account, it
Choosing Your Retirement Path: Personal IRA or Employer-Sponsored Plan?
By Bernie Wurts, CFP® Every day you spend at your job brings you one step closer to that moment you’ve been eagerly anticipating: your retirement,
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