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Personal Financial Questionnaire
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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
Newsletters
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,827.64 | +0.21% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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