Say Goodbye to Interest Income on Your Tax Return

Do you pay interest income on your tax return? If you answered “yes,” what if I told you that there are ways to manage that interest income?  Often, if you’re paying interest income taxes, it’s because you’re either not taking the appropriate risk or aren’t managing...
KPN’s Case for Umbrella Insurance

KPN’s Case for Umbrella Insurance

So, this is the time of year when IRS notices start pouring into Kansas City mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading...

Do I Need a Financial Advisor or Should I Do It Myself?

“Do you really need a financial advisor, or should you just do it yourself?” I hear this question a lot, as financial planning and tax planning often go hand in hand. Managing investments is complex, and there are many nuances that the everyday person may not...
Buy Now Pay Later Pitfalls Kansas City Shoppers Should Beware

Buy Now Pay Later Pitfalls Kansas City Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

Tax Planning vs. Financial Planning: Understanding the Difference

You know what they say about life – only two things are certain. Those two things are death and taxes.  If you make money, the government will expect you to pay your taxes to help fund Social Security, Medicare, schools, roads, and more. You likely already have...
When Amending a Tax Return Is Right for Kansas City Taxpayers

When Amending a Tax Return Is Right for Kansas City Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Kansas City friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...