KHC in the Press

 

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March 21, 2017 - KHC financial planner Pat Amey discusses with CNBC how he helps new parents juggle rising childcae costs with other long-term financial goals.

March 8, 2017 - KHC Wealth Management financial planner and St. Patrick's Day enthusiast Pat Amey shares some Irish money advice - three simple steps that could help solve big financial problems in the Kansas City Star personal finance blog.  

January 11, 2017 - KHC's Jamie Bosse, CFP®, RFP, and financial planner, was published in The Kansas City Star's Personal Finance blog, "The case of the $20 drip" 

December 20, 2016 - All three major U.S. stock indices are hitting historical highs while the Fed raises interest rates. Given these events, along with market growth following the presidential election, what should investors do?  Listen to KHC Wealth Management Principal Lucas Bucl, CFP®, and others on KCUR 89.3's Up To Date discuss some options.

October 17, 2016 - The steady stream of controversy surrounding the major party presidential candidates is not letting up.  But what about the issues?  Listen to KHC Wealth Management Principal Lucas Bucl, CFP®, and others on KCUR 89.3's Up To Date discuss the tax and economic policies proposed by Hillary Clinton and Donald Trump.

October 5, 2016 - KHC Principal and Career Coach Joni Lindquist, CFP®, published in The Kansas City Star blog: The winning formula for the Royals and your finances

August 29, 2016 - More than ever, people are concerned with protection, especially when it comes to their money and personal information.  Listen to KHC Wealth Management Principal Lucas Bucl, CFP® and others on KCUR 89.3's Up To Date discuss the health of social safety nets like Medicare and Social Security as well as how to safeguard your confidential data in a digital world.

August 15, 2016 - KHC Principal and Financial Planner Jessi Sumner, CFP® is featured in Joy the Baker's blog "ProTips: Financial Planning."

August 3 2016 - KHC Principal and Wealth Manager Lucas Bucl, CFP® published Your financial planner: our social safety nets are in trouble-can they be fixed? in The Kansas City Star

July 2016 - Did you know the average wedding in the United States costs over $30,000?  Listen to KHC Wealth Management Principal and Wealth Manager Lucas Bucl and other experts on KCUR 89.3's Up To Date discuss some common financial pitfalls to avoid before and after the big day.

Listen to the podcast of KHC Principal and Wealth Manager Lucas Bucl, CFP® and others on KCUR 89.3's Smart Money Experts: Is College Still Worth The Cost?

Jamie Bosse, KHC financial planner, published "The Emotional Side of Investing" in the March/April issue of The Register magazine.

KHC's Jamie Bosse, CFP®, RFP, financial planner, and mother of two was published in the Spring 2016 issue of KC Parent Magazine, Preparing for the Financial Impact of Maternity Leave

March 30, 2016 - KHC financial planner Jamie Bosse, CFP®, RFP published Your Financial Planner: And Then There Were Three in The Kansas City Star

March 2016 - KHC financial planner Jamie Bosse, CFP®, RFP published Three Things to Consider When your LIttle Ones Receive $$$ in KC Parent magazine

February 18, 2016 - KHC's Colleen Wysong, recently promoted to Director of Operations, is featured in the Kansas City Business Journal's People on the Move

February 3, 2016 - KHC principal and executive coach Joni Lindquist, CFP®, is published in The Kansas City Star, Your financial planner: Developing a Super Bowl-like game plan for your money.

Jan-Feb 2016 - KHC financial planner Jamie Bosse, CFP®, RFP is featured in The Register magazine.

January 2016 - Looking to teach your teen financial values?  Jamie Bosse, CFP®, RFP and Financial Planner at KHC publishes Why Your Teen's First Car Should be a Clunker in The Kansas City Star

December 21, 2015 - As 2015 draws to a close, year-end financial planning is about more than just taxes.   Listen to KHC Wealth Manager Lucas Bucl, CFP® and other guests discuss the interest rate increase as well as retirement, education savings, and gift-giving on KCUR 89.3's Up to Date segment.

December 9, 2015 - Jamie Bosse, CFP®, RFP and Financial Planner at KHC Wealth Management publishes article, Your Financial Planner: How Not to Break the Bank this Holiday Season, in The Kansas City Star

November 11, 2015 - KHC Career Career Coach and Principal, Joni Lindquist, CFP®, is featured in The Kansas City Star - Your Financial Planner: A Guide to Finding a Trusted Financial Partner

October 19, 2015 - Listen to KHC Wealth Manager Lucas Bucl, CFP® and others discuss how to select a financial planner to manage your money on KCUR 89.3.

Matt Starkey Recognized as Five Star Wealth Manager

Matthew Starkey, M.S.F.S., CFP®, AIF®  was recently named a 2016 Kansas City Five Star Wealth Manage and will be featured in KC magazine’s January 2016 issue.  Five Star Professional conducts research to help consumers with the important decision of selecting a service professional.  The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals and dentists in more than 45 markets in the U.S. and Canada.  The award recognizes service professionals who provide quality services to their clients. The Five Star Wealth Manager award process includes:

Nominations by peers and firms: Wealth managers, including SEC- and state-registered investment advisory representatives and registered investment advisors, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Self-nominations are not accepted.

Objective selection process: Award candidates are evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations.

Regulatory and consumer complaint process: Feedback from consumer surveys will augment a regulatory history review. 

Firm review: Firms will have the option to provide input on award candidates from their firm, regardless of the nomination source. 

This award may not be representative of any one client’s experience and is not indicative of our future performance.

Source: fivestarprofessional.com

September is National Life Insurance Month - see Lucas Bucl, CFP® featured in the Kansas City Star with his thoughts on purchasing life insurance for children.

Listen to KHC Wealth Manager Lucas Bucl, CFP® and others discuss how to teach children about smart money management on KCUR 89.3.

KHC's Jamie Bosse, CFP®, RFP® is featured in the August 2015 issue of KC Parent Magazine - "Don't Break the Bank on Back to School."

Jamie Bosse, CFP®, RFP® and KHC financial planner worked hard to drive change in her native Manhattan, KS.  The mayor officially named May 1, 2015 Financial Planning Day in the city. 

KHC financial planner, Jamie Bosse, CFP®, RFP® is truly Making Life Count!® on the cover of the 2015 March/April Register magazine.   

Listen to Lucas Bucl on KCUR 89.3 Money Therapy: The Ghosts of Finances Past, 12/2014

How not to break the bank this holiday season The Kansas City Star, 12/2014 by Jamie Bosse

Six tips to help you live within your means The Kansas City Star, 11/2014 by Jamie Bosse

Kimberly Bridges, PhD, CFP®, CPWA®, CDFATM   Kansas City Business Journal People on the Move, 10/2014 

Smarter, easier ways to manage your finances The Kansas City Star, 09/2014 by Patrick Amey

Two things that new parents should not put off...but usually do The Kansas City Star, 08/2014 by Jamie Bosse


Read more here: http://www.kansascity.com/news/business/personal-finance/article1220751.html#storylink=cpy 

Lucas Bucl weighed in on the topic "To Rent or To Own" during KCUR 89.3's radio program on June 16, 2014.
 
Joni Lindquist was featured in an article by Financial Advisor IQ "Why Advisors Put on the Career-Coach Hat" in May 2014

Your Credit Score-Why it Matters and How it Works
 The Kansas City Star, 03/2014 by Lucas Bucl

Joni Lindquist was interviewed during "The Dish" segment on KMBZ Business Channel AM1660 and KMBZ 98.1 in March 2014. 

KHC Wealth Management was named one of NABCAP (National Association of Board Certified Advisory Practices) Premier Advisors in 2013. 
 
KHC was also included in Ingram’s August 2013 Area Wealth Management Firms ranking.

 Thinking of refinancing? Here’s what to consider The Kansas City Star, 02/2013 by Lucas Bucl
 
Disclaimers
 
All articles above were written by unbiased third parties.  No fee was paid by KHC Wealth Management. 

To be eligible for the NABCAP (National Association of Board Certified Advisory Practices) Premier Advisors List, NABCAP comprehensively evaluates and validates financial advisory practices based on twenty categories. Participating practices may be published and will be compared against their peers locally, regionally, and nationally. Distinguishing characteristics of an advisory practice will include in part, though not exclusively: mass affluent or high net worth practice, team dynamics, years of experience, credentials/designations, minimum investable assets to become new client, planning philosophy, investment philosophy, risk philosophy, typical percentage of alternate investment ownership, fee/cost structure, customer service model, and U4/ADV status. The Ingram’s Magazine list was compiled from data provided through questionnaires and interviews with company personnel and from reports of Assets Under Management made to the Securities and Exchange Commission. Ranked by Assets Under Management as of Jan. 1, 2013.

KHC did not pay a fee to participate in either listing. The above rankings are not indicative of KHC’s future performance.

 
                
 

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