Douglas R. Peete, Accredited Investment Fiduciary® (AIF®) 
4551 West 107th Street, Suite 220
Overland Park,
KS
66207
Phone:
- 913-663-401K (913-663-4015)
- Toll Free: 888-434-401K (888-434-4015)
Fax:
- 913-362-7422
E-mail:
Newsletters
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.