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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.
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.