What you will find in this issue:
  • Financial News: National Retirement Planning Week (April 9th-16th)
  • Weekly Update: Choppy week ends eventful quarter
  • Article of the Week: The Backdoor Roth IRA
  • The Rise of Travel Fraud: Travel Fraud is Exploding
  • SHRED Day 2018: Mark your calendars May 16th 9 am - NOON
  • Upcoming Events April & May: Coffee Connection, Lunch & Learn and Wine Down Monday!
  • 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 sign the paperwork necessary to allow us to file for an extension on your behalf.
  • Around the Office: Melody's granddaughters
  • Weekly Quote, Tip, Riddle and Recipe of the Week!
April 3rd Weekly Financial News
National Retirement planning week 
Next Week - April 9th - April 13th

Follow us on Facebook, LinkedIn or Twitter
Every day, next week, we will share a special statistic to help you and your social community in your retirement planning.

Tag and share with 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.

This week's headlines ...
  • Has consumer spending maintained its pace?
  • Still plenty of optimism on main street
  • Pending home sales index posts a gain
  • Choppy week ends eventful quarter

The Backdoor Roth IRA

backdoor Roth IRA  is another name for a Roth IRA conversion. This transaction involves converting  traditional IRA  assets to Roth IRA assets. It's a multistage process.

Source: Investopedia
The Rise of Travel Fraud
Travel Fraud Is Exploding, and It's Hurting Travelers
Your last trip may have cost more because travel fraud is on the rise.
Coffee Connection, Lunch & Learn and Wine Down Monday is back
Classes are back in session!

With the tax season almost behind us, we wanted to bring back our Coffee Connection, Lunch & Learn and Wine Down Monday for April & May!

You must RSVP for these by calling Elizabeth at (913) 317-1414.


Wednesday, April 18th
Lunch & Learn w/David Cox
11:30 AM - 12:30 PM
How to Figure Out Elder Care for Your Aging Parent

Monday, May 7th
Wine Down Monday w/David Cox
5:30 - 6:30 PM
How to Master your 401k in your 50's

Friday, May 18th
Coffee Connection w/Linda Dickens
9:30 - 10:30 AM
Disposal Options for an Unwanted Time Share


Simply bring any paper documents you would like to have shredded to our office building parking lot.

When:
May 16th between 9AM-Noon
Where: 
10975 Grandview Drive, Building 27, Overland Park, Kansas 66210
Follow the signs to the big ProShred truck on the North side of our parking lot!

Join us for coffee and pastries after you watch your papers being shredded.

As always, we are committed to protecting your privacy and providing you with helpful and convenient service!
Around the Office
Melody Collins Granddaughters
If you have met Melody for one second, you know how much she LOVES these two girls, Ashlyn and Raina, her granddaughters.

"Granddaughters: a beautiful reflection of yesterday, a joyful promise of tomorrow."
Weekly Quote, Tip, Riddle & Recipe
 
WEEKLY QUOTE -   “Silence is more musical than any song.”      
- Christina Rossetti

WEEKLY TIP -   About to start a business? Then be sure to file the correct forms with state government. Get in touch with your Secretary of State’s office (and your city and county) to see what licenses and forms you may need.

WEEKLY RIDDLE -   Weight within my stomach, trees on my back, nails in my ribs, and feet I lack. What am I?
 
Last week’s riddle:
There are 43 hikers walking toward a desert peak. On the way, 6 decide to hike another peak, 12 head back, and 25 make it to the peak. What happens to the rest of them?
    
Last week’s answer:
There are no more, 6 + 12 + 25 = 43.

Recipe of the week!

This roasted sweet potato salad is packed with crispy bacon, toasted walnuts, and tossed in a date-sweetened lime vinaigrette. Paleo and Whole30 friendly, dairy free and easy to make, it's the perfect healthy sweet and savory side dish for your picnic, barbecue, or everyday meal.
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
      
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 .