What you will find in this issue:
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- Weekly Update: Tariff talk intensifies
- Article of the Week: 5 big retirement-plan investing mistakes people don't realize they are making
- Financial News ((Podcast)): Getting in Tune
- One Topic ((8 spots)): Vote on the Topic for July
- KCFA Client Survey & Drawing: 👀 Be on the look out. 👀
- Around the Office: Melody celebrates her 50th Class Reunion! And Dave Cox celebrates his 60th Birthday!!
- Weekly Quote, Tip, Riddle and Recipe
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Weekly Financial News
This week's headlines
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- Tariff talk intensifies
- Existing home sales weaken slightly
- Housing starts rise, but permits fall
- Blue chips shed 2%
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5 big retirement-plan investing mistakes people don't realize they are making
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- Investors have learned the importance of investing for retirement through a 401(k), traditional IRA or Roth IRA.
- Many investors think it's enough to set up a plan and let time in the market do its work.
- But there are many second-level decisions, from taxes to stock market allocation, that need to be made to avoid unintentionally coming up short of retirement goals.
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Financial Straight Talk with David Dickens
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This week, David will teach you how to tune up your financial plan, and put your pride in check. That's right; you'd be surprised in what we can accomplish in under an hour.
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Vote on July's Lunch & Learn Topic:
1 Topic & Only 8 Seats for this Event!
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Choose one of the following:
We'll announce the
July Lunch & Learn Topic
in our next issue ((Date to be announced))
- The Case for Working Women Past 65
- Managing Money Well as a Couple
- How to Prepare for Being Suddenly Single
- Elder Care for Your Aging Parent
- Talking to Your Heirs about Your Estate Plan
- Tax Free Investments You Can Begin Using --- Today!
- How to Manage Your 401k in Your 50's
- Who Will Inherit Your Digital Assets?
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Client Survey & Drawing:
Enter To WIN $100 Gift Card
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Are you a KCFA client?
If so, we will have a client survey up on our website very soon! We will share the link in next week's newsletter with more details.
👀
Be on the look out.
👀
Here Are the Details:
Over the next few months, we will be collecting the client surveys and you will be entered into our drawing for a $100 gift card to one of YOUR favorite(s). We are going to draw ONE monthly winner starting August 3rd.
*Final surveys must be completed and turned in by Friday, September 28th. And our last monthly winner will be notified Monday, October 1st.
Thank you! We appreciate the opportunity to get to know you better!
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Around the Office:
Melody Collins 50th Class Reunion
& Dave Cox 60th Birthday
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Melody's friend Vicki flew in from Arizona to celebrate their 50th high school class reunion!
They did not plan this color coordination! But don't they look stunning?
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Dave Cox celebrates the BIG 6-0 with family and friends!
"There’s no running away from the fact you're 60. Besides, running is for the younger folks now.
Happy Birthday Dave!"
Your Friends and Team -
Dave & Linda Dickens, Melody Collins, Mary Whitchurch, and Elizabeth Goodwin
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Weekly Quote, Tip, Riddle & Recipe
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WEEKLY QUOTE -
“The smallest act of kindness is worth more than the grandest intention.” ~Oscar Wilde
WEEKLY TIP
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Business owners can risk neglecting their retirement planning as they get caught up in the daily activity of their companies. Be sure to look into a SEP IRA, SIMPLE IRA, Solo 401(k), or other retirement plans if you are growing a small business.
WEEKLY RIDDLE -
You have three coins that add up to $0.31. Two of them are not quarters. What kind of coins do you have?
Last week’s riddle:
It inhibits sight, makes the air colder, and it will come back for you before the day is done. What is it?
Last week’s answer:
Night.
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Recipe of the week!
You guys are going to LOVE this pudding!
It’s:
Rich
Creamy
Chocolaty
Peanut buttery
Not too sweet
Thick
Fudgy
Nutritionally dense
Customizable
& A heart-healthy snack or dessert
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Do you have a friend or colleague that could benefit from KC Financial Advisors services?
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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!
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KC Financial Advisors
Located in Corporate Woods
10975 Grandview Dr. , Ste. 190,
Overland Park, KS 66210
(913) 317-1414
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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
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