What you will find in this issue:
  • Financial News: David Dickens shares Good Reasons to Retire Later
  • Weekly Update: Friday rally ends bullish week
  • Article of the Week: Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan
  • April 10th is the last day for drop offs or to have an appointment for your tax preparation! *If we are not certain that we will complete and file your tax return before the April 17 deadline, we'll have you sing the paperwork necessary to allow us to file for an extension on your behalf.
  • BEWARE - 2018 Dirty Dozen from the IRS: Don't fall prey to these tax scams
  • Healthy Living Event: Elizabeth wants to invite you to learn about Clean Eating and how your body benefits from it. Find out what the "Detox" buzz is all about. Learn how just 30 Days can change your life! And if you bring a friend, there's a special gift for you!
  • Weekly Quote, Tip, Riddle and Celebrate St. Patrick's Day with Irish-inspired Recipe of the Week! 🍀 🍀
March 13th Weekly Financial News
Good Reasons to Retire Later
Working longer might work out well for you.
Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing more of your pay than you currently do, or you could work longer so you have fewer years of retirement to fund. That second choice might be more manageable, and it may also work out better financially. Click Here for Article

This week's headlines ...
  • February saw a hiring surge
  • Service businesses are thriving
  • WTI crude tops $62
  • Friday rally ends bullish week
Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan

The federal tax overhaul just doubled the amount of wealth you can pass to heirs estate-tax-free--without using any trusts or planning gimmicks. 

Source: Forbes
2018 Dirty Dozen from the IRS
The Dirty Dozen represents the worst of the worst tax scams.

Compiled annually, the “Dirty Dozen” lists a variety of common scams that taxpayers may encounter anytime but many of these schemes peak during filing season as people prepare their returns or hire someone to help with their taxes. Don’t fall prey.
For a detailed description of each scam, please refer to the list below:

  • Phone Scams Pose Serious Threat; Remain on IRS ‘Dirty Dozen’ List of Tax Scams - See IR-2018-40.
  • Phishing Schemes Make IRS ‘Dirty Dozen’ List of Tax Scams for 2018; Individuals, Businesses, Tax Pros Urged to Remain Vigilant - See IR-2018-39.

Prior year information on the IRS Dirty Dozen:
2018  – IRS Summarizes "Dirty Dozen" List of Tax Scams for 2018
2017  – IRS Summarizes "Dirty Dozen" List of Tax Scams for 2017
2016  - IRS Wraps Up the Dirty Dozen List of Tax Scams for 2016
2015  - IRS Completes the Dirty Dozen Tax Scams for 2015
2014  - IRS Releases the Dirty Dozen Tax Scams for 2014


IRS.gov [1]
Healthy Living:
30 Days of Clean Eating Event March 22nd

Elizabeth wants to invite you to learn about Clean Eating and how your body benefits from it.

Find out what the "Detox" buzz is all about.

Learn how just 30 Days can change your life!

5 key areas of the 30 days to Healthy Living.

"Health is not valued until sickness comes." -Dr. Thomas Fuller

Many people don't realize that fatigue, foggy thinking, poor sleep, excess weight (especially in the stomach, hips and thighs) and even aging skin indicate nutritional deficiencies that can be reversed. Adopting a healthier lifestyle for you and your family can be easy to talk about, but difficult to get started without a plan. The "30 Days to Healthy Living" plan is simple to follow and therefore, simple to complete.

  1. Eat Clean
  2. Increase Nutrient Intake
  3. Eliminate Allergenic and Addictive Foods
  4. Balance Blood Sugar
  5. Support Elimination Organs


Thursday, March 22nd
KC Financial Office
11:00 - 12:00 pm
Speaker: Mandy McCoy

Elizabeth will be cooking one of the recipes from the 30 days!
And if you bring a friend, we'll have a special gift for you!

If you are interested in learning more about this program please RSVP with Elizabeth. There are only 8 spots for this event. And if we fill this talk, we can host this topic again in the future or talk to you individually!

(913) 317-1414

Weekly Quote, Tip, Riddle & Recipe
 
WEEKLY QUOTE -   “Focusing is about saying no.”     
- Steve Jobs

WEEKLY TIP -   Small business budgeting includes defining your risks. As a first step, detail your monthly, guaranteed income and expenses to help determine your level of liquidity. This may help you recognize potential long-term and short-term risks.

WEEKLY RIDDLE -   Nate gets messages every day from people who want his services, yet he gets paid when he drives away his customers. What does he do for a living?     
 
Last week’s riddle:
It can hold back cattle, pets, and even people, but never with an order or a command. What is it?
    
Last week’s answer:
A fence.

Recipe of the week!

Celebrate St. Patrick's Day with Irish-inspired foods like corned beef and cabbage, shepherd's pie and Irish soda bread.
Melissa's Shepherd's Pie (pictured)
Dark beer is the secret ingredient to this dish's rich, flavorful stew base. Melissa tops it off with garlicky mashed potatoes, melted Cheddar and some chopped parsley.

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] https://www.irs.gov/newsroom/dirty-dozen

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 .