What you will find in this issue:
  • State of the Market has been moved to Tuesday, March 6th. RSVP by Friday, March 2nd by 12 pm.
  • Weekly Update: Tailwinds return to wall street
  • Health & Wellness Talk w/Special Guest Speaker, Jonah Yakel D.C., The Top 5 Strategies for Investing in your Health in 2018 and Beyond
  • Weekly Quote, Tip, Riddle and Recipe of the week
  • Around the Office with Elizabeth Goodwin - Marketing
  • KCFA's One Appointment Tax Process (Details Below)
2018 State of the Market Financial Forum at the Ritz Charles
Please note if you have RSVP'd already, you were automatically moved to this NEW date and time.

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

RSVP by Friday, March 2nd by 12:00pm
Contact Elizabeth at 913.317.1414


February 20th Weekly Financial News

This week's headlines ...
  • Inflation suddenly intensifies
  • Retails sales pace slows
  • Developers built more in January
  • Tailwinds return to wall street

Top 5 Strategies for Investing in your
Health in 2018 and Beyond!

Friday, March 2nd at KC Financial Office
w/Jonah Yakel (Doctor of Chiropractic)
9:30 - 10:30 AM

We will serve coffee and tea.

You must RSVP to this event
Call Elizabeth at (913) 317-1414

Just like financial security, health is not a destination to which we simply arrive. Ensuring our future health requires daily investments. Join Dr. Yakel as provides the top five strategies for maximizing and maintaining your health for years to come.

Dr. Jonah Yakel is a chiropractor and functional medicine practitioner and our neighbor in Corporate Woods (Overland Park, KS). 

With over twelve years of experience, Dr. Yakel focuses on helping people restore and optimize their health naturally through personalized health protocols including lifestyle and dietary modification.  

Lifegate Health Center
Jonah Yakel, D.C.
More information about Lifegate Health Center - Click Here

Weekly Quote, Tip, Riddle & Recipe
 
WEEKLY QUOTE -   “Courage is resistance to fear, mastery of fear – not absence of fear.”
    - Mark Twain 

WEEKLY TIP -   If at all possible, avoid taking money from your workplace retirement plan. If you withdraw funds from it before age 59½, you will usually incur a penalty.
And if you borrow from it, you will be drawing down money that should be left to grow and compound in a tax-favored account.

WEEKLY RIDDLE -   You can crack it, share it, tell it, make it, or play it. What is it? Can you name it?    
 
Last week’s riddle:
Cheryl was driving a black car. Its lights were off, and there was no moonlight. A cat walked into the middle of the road. How did she know to stop?
    
Last week’s answer:
She was driving in the daylight.
Recipe of the week!
Shakshuka celebrates the flavors of the Middle East and North Africa, and is one of my favorite ways to jazz up the humble egg. Loaded with medicinal spices and bursting with lycopene, this tomatoey one-pan wonder won’t fail to impress. It’s a beautiful way to enjoy a communal breakfast with loved ones.

Serves: 4 generously


Around the Office with Elizabeth
This week Elizabeth shares her take on last week's 'Recipe of the Week: Cheater Sesame Chicken '.

"One of my goals this year is cooking new recipes. And while this recipe was a little intimidating with all the ingredients, it wasn't too bad to create. And the flavors are incredible! I highly recommend accompanying this with rice and steamed broccoli (not pictured above). And if you end up with leftovers, they will not last long!"

Elizabeth
KCFA's One Appointment Tax Process
For those who are too busy & want simplicity!
We want to invite you to use our streamlined “one appointment tax process”. We know life gets busy and we want to make this as stress-free as possible.

“How does this process work?” It’s really pretty simple. First, call our office and let us know you would like to take advantage of our one appointment tax process .

We will send you a comprehensive package to assist you in gathering your information to allow us to prepare a complete and accurate return. Your personalized packet includes the following:

  • Engagement Letter
  • Tax Checklist for 2017 Returns    
  • Tax Organizer for 2017 Returns

We will prepare your return upon receipt of your packet and necessary documents. These returns are prepared on a first-come, first-served basis, so bring them in as soon as you have your documents ready. Then,

  • We will call you with any questions that we have regarding your return.
  • Upon completion, we will print your return, scan your documents and call you to schedule your “one appointment” tax pickup.
  • After you pick up your return and sign the e-file documents, KC Financial Advisors will electronically file your return with the IRS and the state taxing authorities.

Naturally, if you have a complex return and don’t feel like you can take advantage of this new process, please call our office at 913-317-1414 to schedule an appointment.

Tax time is also a great time to reflect on changes in your financial situation and how these changes may affect both your short and long term planning goals and objectives. We would be happy to meet with you to determine how we can help you with those goals. 
 
Reminder: Checks must be made payable to KC Financial Advisors at the time of drop off. 
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 .