Connor Strouse, Financial Planner

Do you know your options if you miss the filing deadline? Here are a few tips.

With oil prices continuing to fluctuate, many are wondering what’s driving the changes and why energy markets seem to impact so many parts of everyday life. Oil is deeply tied to the global economy, so geopolitical events, supply concerns, and market uncertainty can quickly affect businesses, consumers, and financial markets worldwide. Swipe to learn more.

As always, if you have questions about your financial plan or investments, please do not hesitate to contact us. We’re here to help and will continue monitoring market and economic developments closely as conditions evolve.

🎒 Back-to-school isn’t just about buying supplies... it’s also a great time to check if you’re eligible for education tax credits that can help lower your tax bill. The American Opportunity Tax Credit (up to $2,500 per eligible student) and Lifetime Learning Credit (up to $2,000 per return) could save you money.

Keep those tuition statements and receipts, they’ll come in handy at tax time. Want help figuring it all out? I'd love to help.

Stock market indexes are essential indicators of the stock market’s current status. The major indexes, such as the Dow Jones, S&P 500, and Nasdaq 100, each track different segments of the market.

Swipe through to learn more about these major indexes and what they represent.

As always, if you have any questions about these indexes or your investment portfolio, reach out to our team. We are here to help!

🔍 Exploring retirement options for small businesses? 🏢 Check out this helpful article diving into various strategies tailored for entrepreneurs looking to secure their golden years. From 401(k) plans to SEP IRAs, discover the best fit for your business's future! 💼

https://www.fpgkc.com/resource-center/retirement/exploring-retirement-plans-for-small-businesses

Spring is the perfect time to clean up your finances! Start by reviewing your expenses and cutting back where you can. Set clear goals for the year, whether it's saving for a vacation or paying off debt. Create a realistic budget that aligns with your goals and track your spending. And most importantly, plan for the future by allocating funds towards savings and investments for long-term financial security. Get your finances in order and watch your money grow! 💸💪

Connor Strouse Connor has a passion for helping people and anything to do with Kansas City sports. He recently graduated from The University of Arkansas Finance program with his degree in Financial Investment Management. He currently holds his Series 65 and is currently taking coursework to eventually sit for the....