Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
Who or what is listed as the beneficiary on your IRA? We get into various reasons for and against having a trust and how the most recent rules might a...
What tax consequences should you prepare for? We talk through the different accounts you may have and what kind of taxes to expect in retirement for e...
Are you and your spouse not seeing eye-to-eye when it comes to saving (or spending) in retirement? David shares his thoughts on how to improve the sit...
There is a lot of buzz going around about infrastructure bills. How could they impact you? We talk about “how the sausage is made” in bills like these...
We can all procrastinate at times. But when it comes to our finances we need to plan ahead. David shares key areas in your finances you don’t want to...
If you have the option to contribute to a Roth 401(k), should you do it? In retirement, how can you be sure you won’t run out of money? David answers ...
Are you ready to become a millionaire? Let’s talk about how to make smart investments and make that goal a reality. Read more and get additional fin...
In celebration of Social Security’s recently passed birthday, let’s talk about four things you should know about it. How can you plan for Social Secur...
Before you buy an annuity (or rule one out), what do you need to know? David outlines three questions that will help you determine whether or not an a...
Gas prices are up, buying a car is much more expensive, and groceries cost more. Is this something you should be concerned about? David shares more in...