Insights
Sign up to get wealth planning insights delivered to your inbox
The RMD Deadline, and a Smarter Way to Meet It
What's due by December 31, the 25% penalty for missing it, and how a qualified charitable distribution satisfies your RMD without raising taxable income.
The Line Down the Middle of Kansas City
Kansas and Missouri income tax rates compared, plus the Kansas City earnings tax, capital gains, and retirement income. A side-by-side guide for KC families.
Selling at a Loss on Purpose — and the Rule That Can Undo It
How tax-loss harvesting actually works, the wash sale rule that quietly disallows it, and the $3,000 cap most people misunderstand.
The Right Order for Year-End Planning
Why a tax projection comes before Roth conversions, loss harvesting, and charitable gifts, and which items can wait until January.
Your Financial Planning Checklist: Moves Worth Making Before the Holidays
What financial planning moves should I make before Q4 ends?
