Financial Planning

A parent holds a baby.

Five Financial Tips for New Parents

It costs about $300,000 to raise a newborn until age 18. Here are five financial tips for new parents.

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A hand holding keys to a house.

Four Financial Tips for First-Time Homebuyers

Here are the top four financial mistakes first-time homebuyers make, and a few tips on how to avoid them.

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Estate planning photo illustration.

Age-Old Questions | Estate Planning Tips

Jamie Bosse, a certified financial planner, walks you through some key tips and shares resources to ensure your estate planning will support your needs.

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Two hands holding a Social Security card.

Age-Old Questions | Unlocking Social Security Benefits

Jamie Bosse, a certified wealth manager and member of Kansas City’s Financial Planning Association, reveals key insights for accessing Social Security benefits.

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An older adult and a younger person holding hands as they consider long-term care options.

Age-Old Questions | Planning for Long-Term Care

About 70% of Americans aged 65 and older will need long-term care at some point. Here are some financial planning tips to help ensure a good quality of life.

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