Does Your Facebook Accounts Die When You Do? -- Estate Planning for Your Digital Assets
Do you know what happens to your Facebook postings when you die? Does your spouse or family have access to your account...
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February 2015 Newsletter
A belated Happy New Year! 2015 is in full swing! In this edition, we look back at 2014, discuss our thoughts on 2015...
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89.3 FM KCUR’s Money Therapy
Last Monday I was on 89.3 FM KCUR’s Central Standard show, Money Therapy . The show’s name was changed to Money Therapy...
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Live Longer & Better in Retirement
Three little questions can have big implications. MIT AgeLab has identified three simple questions you should ask...
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2015 Five Star Wealth Manager Award!
In the January issues of KC Magazine & KC Business, Alex Petrovic was recognized as a 2015 Five Star Wealth Manager SM....
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2014 Tax Season Update – RJ 1099 Mailing Schedule
February 17 - Mailing of original Form 1099s March 2 - Begin mailing delayed and amended Form 1099s March 16 - Final...
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Christmas in October PFS Newsletter
The Royals have delivered Christmas in October for Kansas Citians! In this edition, we discuss the financial markets,...
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Economic and Market Update – Volatility & the KC Royals
What haven’t we seen for a while? Financial market volatility and the KC Royals in the playoffs! But only the latter is...
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The Myths of Longevity and Purchasing Power Risks
Most of us have heard of the so called phenomenon called “longevity risk.” According to the NAIC, National Association...
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Social Security Agency Resumes Mailing Statements
Beginning last month, workers attaining ages 25, 30, 35, 40, 45, 50, 55, and 60 who are not receiving Social Security...
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Make the most of Medicare’s open enrollment until December 7
Medicare’s open enrollment season is upon us. That means from now until December 7, you are able to make changes to your...
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IRS clarifies Roth conversion rule on after-tax 401(k) rollovers
The IRS has issued Notice 2014-54 that states you can directly roll after-tax contributions from a 401(k), 403(b) and...
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