Is Refinancing the Right Solution?  Read Article

Below are two studies, conducted by Morningstar and Innovest Portfolio Solutions, which demonstrate how periodically rebalancing your portfolio can reduce downside risk, shorten the recovery time following a market downturn, and enhance return potential compared to never rebalancing.  Read full article

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Christine Benz explains the tax advantages of health savings accounts, if you're eligible...

Christine Benz explains the tax advantages of health savings accounts, if you're eligible...

Foreign stocks and stock funds have underperformed the U.S. for a long time, but change is inevitable.. 

Information on the secure act and how Fidelity is handling the changes

Many people use a bank safe deposit box to store valuable papers and small assets. 

Each year, American Endowment Foundation (AEF) shares with their donors a list of questions that can help start or continue the family philanthropy conversation. This helps donors plan their giving strategy for both the short and long term.

Health Savings Accounts (HSA) Update

Health Savings Accounts or HSAs, subject to eligibility, represent the most attractive tax advantaged type of account. 

Upon reaching age 18, an individual is considered to be an adult in most states and is entitled to medical privacy that prevents doctors from sharing any information without permission.  

Do

Save. You can't invest money until you've saved money. And nothing will have a bigger impact on our ability to realize our financial and life goals then living within our means.

Don't get scammed!

Interview with manager of Calamos Market Neutral Income Fund.

by Julie A. Welch, CPA, CFP^®, PFS; and Cara L. Smith, CPA, CFP^®
Julie A. Welch, CPA, CFP^®, PFS, is the director of tax services and a shareholder with Meara Welch Browne P.C. in Leawood, Kansas.
Cara Smith, CPA, CFP^®, is a senior tax manager with Meara Welch Browne P.C. in Leawood, Kansas.

In this world of technology and constant connectivity, working remotely has become more common. 

 Here we delve into five misperceptions about diversification.

 Hurricanes, floods, fires, blizzards, ice storms. No matter the season, we are reminded on a daily basis just how fragile our homes are. With the gas explosions in the Merrimack Valley and Hurricane Florence fresh in our minds, this is a good time to consider the safety of your valuables and your important papers. We suggest that you consider a safe deposit box in addition to an in-home lock box or safe. 

Investing a lump sum of money comes down to the question of your tolerance for risk.