Insights from financial experts so you can stay informed.

- June 13, 2024

The Importance of Having a Will and Power of Attorney: Clarity is Kindness

There are certain events in life that can trigger much larger conversations—getting married, buying a house, etc. These milestones often stir us to reflect

- June 4, 2024

Financial Advisor Shortage: How to Attract Top Young Talent

What is one of the major issues in the financial services industry right now? As older advisors are retiring, there is a substantial need

- May 30, 2024

Financial Planning: Process over Product

The financial planning industry has come a long way. The conventional model, rooted in recommending specific financial products, often left clients feeling skeptical and

- May 28, 2024

Exciting News: 49 Financial Enhances Investment Services!

We’re thrilled to share that 49 Financial has updated our investment team to more seamlessly integrate additional expertise into our planning process. After an

- May 16, 2024

Aligning Values and Finances: A Holistic Approach to Financial Planning

In the realm of financial planning, it’s easy to get caught up in the numbers — saving, investing, spending. However, what often gets overlooked

- May 14, 2024

49 Financial Expands to Kansas City!

We’re thrilled to announce that 49 Financial is setting up roots in a brand new location – Kansas City, Kansas! By the end of