WEALTH | KC

?? "We are incredibly excited to welcome?Lucas?to our team at Wealth|KC. His passion for delivering comprehensive wealth management to his clients is right in line with everything we stand for as a firm. He and Mallory have strong ties to the community and after our initial conversations, I knew they would be a great fit and be able to offer their clients a high level of guidance and service. - Shean Fletcher, AAMS?, AIF? #kansascity #wealthmanagement #comprehensive #financialplanning #retirementplanning #retirement

?? We're thrilled to announce that Lucas Fender, CRPC?, CRPS? and Mallory Hartwick have joined our team! With over nine years at Edward Jones where he specialized in financial planning and investment management, Lucas brings a wealth of experience and a commitment to building long-lasting client relationships based on trust and integrity. Lucas and Mallory have worked with their clients together seven of those nine years. We look forward to having her on our team as a Client Support Specialist - her experience in the industry will be extremely beneficial to our team and clients! #kansascity #wealthadvisor #wealthkc #wealthmanagement #retirementplanning

?? As we approach the end of the year, many people begin to think about charitable giving. Whether it's supporting a local cause or contributing to a favorite national charity, giving back is, not only, rewarding but can also provide financial benefits. ?? Will Cocking, CFP? shares a tax strategy that has gained popularity in recent years - charitable bunching, you can read the full blog here: https://lnkd.in/gr53bwcc

?? We have been lucky to host Gretchen from Park Hill School District this past month for an internship! She's been eager to learn more about financial planning, and we've enjoyed sharing about the profession! #FinancialPlanning #kansascity #retirementplanning #retirement

? Feel Good Friday! We're dedicated to making a difference for our clients. Every day, our team works tirelessly to bring your vision to life!

?? The Social Security Administration confirmed a 2.5% Cost of Living Adjustment (COLA) for 2025. As of May 2024, the average monthly Social Security benefit for a couple is $3,834, or about?$46,000 annually. ?? Those earning that average $46,000 annual benefit with the 2.5% increase would see a new annual benefit in 2025 of $47,150 - a $1,150 increase!

?? Where should you put your money - a savings account or invest it? Well, it can depend - on when you'll need it, what the money is for, and your risk need or tolerance to pursue your financial goals! #kansascity #wealthmanagement #financialplanning #retirementplanning #saving #investing

?? Looking to supercharge your healthcare savings? ?? Did you know your HSA can be a powerful long-term investment? In our latest blog, Will Cocking, CFP? shares an effective strategy: Let your HSA grow while saving your medical receipts for future reimbursement, this can help maximize your savings and potentially reduce your tax burden. https://lnkd.in/guYn8Pj7 #HSA #healthsavingsaccount #HealthcareSavings #FinancialPlanning #RetirementPlanning

??? Effective estate planning can help families have a smoother transfer of assets but it also can reduce the amount of taxes paid on those assets. Spousal Lifetime Access Trusts (SLAT) is one option for transferring wealth - Will Cocking, CFP? broke down the pros and cons for utilizing a SLAT. ?? Read the blog here: https://buff.ly/4dHQCty #kansascity #wealthmanagement #estateplanning