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Finances

Dave Says: The partnership, not the family, is the problem

margin kc

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, We just helped ...

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The 401(k) / IRA IQ Quiz: How safe is your retirement?

retirement

While we all love the season of giving, there is one place that many are likely giving far more than they should: the Internal Revenue Service. As we’ve pointed out in our ...

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Dave Says: The partnership, not the family, is the problem

margin kc

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, My two brothers-in-law ...

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Stock market continues historic surge to 29,000

stock

The stock markets opened to another round of all-time highs on Friday morning as the Nasdaq Composite was on track for its 11th straight record close. Under President Trump’s re-ordering of world trade ...

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The ‘7% guaranteed’ annuity myth

One of the most common things I see when someone comes into our office for the first time if they own or have been pitched an annuity is the belief that the ...

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It’s possible to celebrate the season without debt

debt

Nearly one in 10 Americans is still paying off debt from Christmas shopping – in 2018. Even with the strongest economy in 50 years, many consumer still purchase more than they can ...

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Need to amend a tax return? Here’s what you should know

Taxpayers may discover an error after filing their taxes. They shouldn’t panic, they just need to correct it by filing an amended tax return. Here are some common reasons to file an ...

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Drop in charitable contributions tied to decline in religious affiliation

charitable

Charitable contributions are down in the United States, and faith may have something to do with it, according to Marketwatch. The share of U.S. adults who donated to charity dropped significantly between ...

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401(k) Plan Owners: Watch Out

retirement

If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t any life jackets or backup ...

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Dave Says – Helping is often more than just giving

margin kc

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Helping is often more than ...

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Do you need help with your IRS problem?

The first IRS problem would be if you have not filed tax returns for several years.  After 3 years, the taxpayer will not get his refund if one is due him. The ...

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Beneficiary mistakes can cost a fortune

Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily ...

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Is Wall Street paying attention to Christian investors?

wall street

Something special is took place on Wall Street this morning, says National Association of Christian Financial Consultants (NACFC) leader and co-founder Mark Minnella. At 9:30 a.m. each morning in New York City, the ...

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Dave Says – You don’t fake poor

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   You don’t fake poor Dear ...

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What are Enrolled Agents and how can they help you?

Enrolled Agents are tax professionals licensed to represent taxpayers before the IRS.  The Enrolled Agent designation dates back to 1884, when many taxpayers were victimized by unscrupulous representatives when claiming losses in ...

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Margin KC brings Dave Ramsey’s teaching to more than 100 local churches

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Thousands of Kansas Citians are carrying their checkbooks as well as their Bibles to church this fall. It’s not to write out big tithe checks (although they likely would be welcome) but ...

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Getting the taxman out of your retirement — Part 2

Last month, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look ...

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Dave Says – Getting motivated

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Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Getting motivated Dear Dave, My ...

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There’s a big problem with the Fixer Upper homes

waco gaines

Waco, Texas has a problem with the homes featured on the show Fixer Upper. Chip and Joanna Gaines have become two of the most recognizable TV personalities in the nation for their ...

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Getting the taxman out of your retirement — Part 1

One of the most overlooked, but perhaps most important, aspects of retirement income planning is taxes and how they relate to Social Security. Taxation on Social Security benefits works differently than other ...

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Local officials learning tax hikes doom consumer spending

City and county officials in Johnson County recently told the Kansas City Star they are ‘puzzled’ by sluggish sales tax collections and consumer spending. They shouldn’t be.  Local officials should realize the obvious. Kansans ...

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What’s the story behind the drop in stock market?

trade china marriott rice

The US Treasury Department placed China on a blacklist Monday evening, officially labeling China as a “currency manipulator” after the regime took a major step that sent shockwaves through global stock markets. That ...

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Dave Says – If you can’t afford a 15-year mortgage…

margin kc

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   If you can’t afford ...

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Want to see your church or charities get 30%-60% more money?

The last couple of years have been a rough one for many charities out there. Most have experienced an increasing demand for their services while simultaneously seeing a large drop off in ...

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Dave Says – A home shouldn’t leave you “house poor”

margin kc

Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   A home shouldn’t leave you ...

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