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Tag Archives: planning

5 questions to ask when planning for long-term care

You may not want to consider a time when you might not be able to fully take care of yourself, but the reality is there is almost a 70% chance someone turning ...

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401(k) Plan Owners: Watch Out

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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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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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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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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Dave Says – Make sure it’s a gift

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.   Make sure it’s a gift ...

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Cancer and a detour on the road of life

detour life

I sometimes find it hard to pray for, and comfort those with cancer. I felt I couldn’t possibly know what they were going through, the doubts they had or their fear of ...

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Dave Says – Planning and success II: Fix it or sell it?

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.   Dear Dave, I’m driving a ...

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Dave Says – Planning and success

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.   Dear Dave, I’m stuck in ...

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Lake Doniphan…whatever the season!

Lake Doniphan Conference & Retreat Center is situated on 300 wooded, rolling acres surrounding two scenic lakes, just outside of Excelsior Springs, Missouri. We’re only a short traffic free drive from downtown ...

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‘Mother of the Bride’ author shares timely wisdom for weddings

wedding bride

Spring brings thoughts of sunshine, flowers, warm days…and weddings! June is the month that sees the most weddings in the United States, with May as third on the list. For the bride, ...

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