Did you miss our FIRST Monthly Economic Video?

If you missed this, you will need to subscribe below and we'll send you the link to this newsletter and you will start receiving automatically in October.

In our September edition David Dickens covered the Equifax Breach, Economic & Market Impact of Hurricane Harvey and Hurricane Irma, the Debt Ceiling - President Trump, and a Market Outlook.
Financial Talk with Dave Dickens & Dave Cox
In this week's newsletter, Dave Dickens wants to share this article with you!

Social Security: Myths vs. Facts. Dispelling some misperceptions about the program.

Some myths & misperceptions keep circulating about Social Security. These are worth dispelling, as more and more baby boomers are becoming eligible for their retirement benefits. 

Have you registered for October's topic yet? It’s all about Social Security and questions! 

Dave Cox will be our host for this month's topic: Understanding Annuities in 30 MINS or less!

If you have any questions, please send them into Dave and we'll follow up with all of your questions next week!


October's Exclusive Events

Call for Availability and to RSVP!
You will receive an email confirmation when you are registered.
(913) 317-1414

Place: KC Financial Advisors office in Corporate Woods. 

October's Topic:
Social Security

Coffee Connection - October 13th
Lunch & Learn - October 11th
Wine Down Monday - October 16th

Questions. Lots of them.
  • Should everyone start benefits early – especially with the problems Social Security is having? 
  • Should I delay? Is there a benefit to delay? 
  • What are spousal benefits and do I qualify for them? What If I’m divorced? Or widowed? 
  • Are my benefits taxed? Can they be reduced if I’m working? 
  • What is my PIA at FRA?  What does that even mean?! 
  • How can I integrate my Social Security benefits into an overall income plan? 

Join us as tackle these questions – and more. In thirty minutes or less.

Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Light the Night in Kansas City is 2 weeks away & there's still time to support and donate!

We have set a goal of raising $5,000 and we can’t reach it without supporters like you. We have committed to matching this donation.  That is $10,000 that KC Financial Advisors can potentially donate!!

Your support and donation would mean so much to us and the lives of the more than 1.2 million people in the U.S. living with, or are in remission from, a blood cancer.

When & Where: Cleveland University - Kansas City, 10850 Lowell Avenue, Overland Park, KS. Saturday September 30, 2017

In great appreciation,
Do I need a Trust? Live with Linda Dickens
September 18th Weekly Financial News
A MILESTONE FOR THE S&P 500

Recording its highest close ever, the broad equities benchmark settled at 2,500.23 Friday, capping off a 5-day gain of 1.58% and attaining its third round-number highpoint of 2017. The Nasdaq Composite advanced 1.39% for the week to 6,448.47. Setting the pace for the big three, the Dow Jones Industrial Average added 2.16% last week to close Friday at 22,268.34. The Russell 2000 had an even better week, rising 2.31% to 1,431.71; the CBOE VIX again neared historic lows, dropping 16.09% in five days to 10.17. 4,5
Weekly Quote, Tip, Riddle & Recipe
 
WEEKLY QUOTE -  “People need to be reminded more often than they need to be instructed.”   Samuel Johnson

WEEKLY TIP -  Did you just get a raise or a promotion? Beware of lifestyle creep – the tendency to spend more when you make more. Be sure to direct appropriate amounts of your increased income into savings and investments.
 
WEEKLY RIDDLE -  Take three letters, arrange them one way, and you have a word for “conflict.” Arrange them another way, and you have a word for “uncooked.” What are the three letters?  

Last week’s riddle:
I walk and run on all fours, and I laugh while stalking my prey, but I seldom go in for the kill. What animal am I?  
  
Last week’s answer:
A hyena.

WEEKLY RECIPE - Food & Wine ’s Best Fall Chicken Recipes - These delicious chicken dishes are made with some of our favorite fall vegetables like turnips, figs, mushrooms and squash. Whether you're craving a comfort food classic, like chicken pot pie, or need an easy weeknight dinner, these recipes take classic  fall flavor  to the next level. Here, 18 of Food and Wine's favorites. 

The Changing World of Retirement Planning
Workshop
The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.

Instructor: David Dickens, CFA and President and Owner of KC Financial Advisors

KU EDWARDS CAMPUS
REGNIER HALL, ROOM 354

Thursdays
October 12 & 19
6:30 pm to 9:30 pm
OR
Tuesdays
October 17 & 24
6:30 pm to 9:30 pm

Registration Fee: $49 (Includes one set of workbooks)

YOU WILL DISCOVER HOW TO:

  • Determine if you have enough money for retirement
  • Protect your assets in a rising tax rate environment
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Protect your portfolio against stock market loss during retirement
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the three basic “pitfalls” of retirement distribution planning

THREE WAYS TO REGISTER:

MAIL FORM & PAYMENT
Make Check Payable to:
KC Financial Advisors
Retirement Course Registration
10975 Grandview Drive
Bldg. 27, Ste. 190
Overland Park, Kansas 66210

CALL
913.562.1172
With questions or to register

ONLINE

This course is offered by the National Society of Financial Educators (NSFE.org) University of Kansas Edwards Campus is not affiliated with the event and should not be contacted regarding the program. KC Financial Advisors is an independent investment firm specializing in retirement planning, capital preservation and wealth transfer. David is also an Investment Advisor Represntative with Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

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.
  • 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
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.