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What happens to your IRA when you die, and how much of that money will your loved ones actually receive? For Springfield families, understanding inherited IRA rules can be an…

Will your family owe taxes on the money, property, or investments you leave behind? For Springfield families preparing an estate plan, there’s some encouraging news: Missouri does not impose a…

Where will your retirement paycheck actually come from? For many Springfield retirees, the answer may involve a 401(k), Traditional or Roth IRA, taxable investments, Social Security, and other income sources.…

Watching the market fall feels different when you are retired. A 15% decline at 40 may look like an unpleasant number on a statement. When that same portfolio is helping…

Traditional or Roth IRA—which makes more sense for your retirement in 2026? It sounds like a simple either-or question, but there is no universally better account. For investors in Springfield,…

Can you retire at 60 and make your savings last? For many people in Springfield, 60 feels like an appealing finish line. In our experience, retiring five years before becoming…

What does retirement truly mean to you? Is it all about reaching a certain account balance? Or is it whether your savings can support the lifestyle you want in a…

Running a small business can make personal wealth planning unusually complicated. Your income may fluctuate, or a large share of your net worth may be tied to the company. Many…

No one enjoys paying more taxes than necessary, and the good news is that reducing your lifetime tax burden can come down to a few thoughtful decisions. For some families…

In our opinion, many people are noticing the effects of rising inflation, even when it doesn't make dramatic headlines. Sometimes, it shows up at the grocery store, after a car…