What you will find in this issue:
  • State of the Market is next Tuesday, March 6th. RSVP by Friday,March 2nd by 12 pm.
  • Weekly Update: Fed minutes emphasize the "Gradual"
  • KCFA is in full-swing in our Tax Season! Have you booked your APPT or called to use our drop-off service?
  • Tax News from Mary Whitchurch: Our Tax Lead Preparer
  • Around the Office Melody Collins returns from a trip to Arizona!
  • Weekly Quote, Tip, Riddle and Recipe(s) for every day in March!
2018 State of the Market Financial Forum at the Ritz Charles
RSVP by this Friday, March 2nd by 12:00 pm
Contact Elizabeth at 913.317.1414


3 Major Topics will be Discussed:

Top changes in new tax bill.

How to maximize the provisions of the tax code for your benefit.

Roth conversions in a new environment. 

Tuesday, March 6th
3:00 PM for Coffee and Light Snacks
OR
7:00 PM for Wine and Desserts

**Please arrive 30 minutes prior for check in and to get something to eat and drink.

The Ritz Charles
9000 West 137th Street
Overland Park, Kansas 66221
February 27th Weekly Financial News

This week's headlines ...
  • Fewer homes are selling
  • Fed minutes emphasize the "gradual"
  • Oil advances for a second straight week
  • Stocks rise

Stopping scams targeting older consumers
Federal Trade Commission

February 22, 2018
by Alvaro Puig
Consumer Education Specialist, FTC

The FTC has a long history of protecting people from scams.  As part of its ongoing efforts to protect people in every community, the FTC recently took steps to stop two schemes harming older adults : a tech support scam and a sweepstakes scam.

Mary Whitchurch shares this latest Tax News
Also our tax appts. are filling up fast!
The Internal Revenue Service has now reprogrammed its systems to process two benefits that had expired at the end of 2016 and weren't previously included in last December's tax cut law.

This means that tax payers can now report Mortgage Insurance premiums treated as qualified residence interest on Schedule A and claim a deduction for qualified tuition and related expenses on Form 8917.
Around the Office with Melody
This week Melody shares some photos of her trip to Arizona! She got to celebrate her granddaughters 4th birthday.

"The family is one of nature's masterpieces." George Santayana

Weekly Quote, Tip, Riddle & Recipe
 
WEEKLY QUOTE -   “True knowledge exists in knowing that you know nothing.”     
- Socrates

WEEKLY TIP -   Thinking of going into business? Most new firms are sole proprietorships, but with the recent federal tax reforms, now is an excellent time to consider other business entities and weigh which one might be best for you.

WEEKLY RIDDLE -   It is not a pool yet it has a cover, not a tree yet it has leaves, not a website yet it has pages, and not a shirt yet it has sleeves. What could it be?
   
 
Last week’s riddle:
You can crack it, share it, tell it, make it, play it. What is it, can you name it?
    
Last week’s answer:
A joke.

Recipe(s) of the week!

31 Quick and Easy Dinner Recipes to Make Every Night in March
WHAT'S IN SEASON
- Artichokes
- Cabbage
- Beets
- Brussels Sprouts
- Carrots
- Garlic
- Grapefruit
- Greens
- Maple Syrup
- Onions, Shallots
- Potatoes
- Squash
- Turnips

Do you have a friend or colleague that could benefit from KC Financial Advisors services? 
 
If you know someone who:

  • Would like a second opinion.
  • Doesn't have an income plan.
  • Recent job change - Needs help rolling over 401K
  • Organizing your orphaned 401K's.
  • Is recently widowed or divorced.
  • Still has the same portfolio they did in 2008, but are hoping to find a different result this time.
  • Is looking to reduce their taxes.

Please provide us their contact information or give them our name.

We truly appreciate the opportunity to serve you & those who are important to you! 
Office Information
KC Financial Advisors
Located in Corporate Woods
10975 Grandview Dr. , Ste. 190, 
Overland Park, KS 66210
(913) 317-1414
      
Citations.
1 - cnbc.com/2018/02/08/us-stock-futures-dow-data-earnings-fed-speeches-market-sell-off-and-politics-on-the-agenda.html [2/8/18]
2 - markets.wsj.com/us [2/8/18]
3 - money.cnn.com/2018/01/22/investing/stock-market-today-extreme-calm-pullback/index.html [1/22/18]
4 - marketwatch.com/story/panicked-about-a-stock-market-crash-what-you-need-to-remember-can-fit-on-a-single-notecard-2018-02-08 [2/8/18]
5 - cnbc.com/2018/02/07/the-quicker-the-sell-off-the-faster-we-recover-says-market-watcher.html [2/7/18]

Disclosures:
Disclosure: Dickens Law and KC Financial Advisors are two separate companies, although they share office space. When Dickens Law renders services or gives advice, it does so only on behalf of the Law Firm, and not on behalf of the Financial Firm. Likewise, when KC Financial Advisors renders services or gives advice, it does so only on behalf of the Financial Firm, and not on behalf of Dickens Law, LLC.

Investment Advisory Services are offered through Brookstone Capital Management, LLC, an SEC Registered Investment Advisor. KC Financial Advisors and Brookstone Capital Management LLC are separate companies. These views should not be construed as investment advice. Neither Brookstone Capital Management LLC nor any named representative gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial advisor for further information.

Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), should not be construed as an endorsement of the wealth manager by Crescendo Business Services or any client. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winners future performance. For more information on the Five Star Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch .