Happy 2nd Anniversary, CWM!

Dear Esteemed Clients and Friends, We hope this letter finds you well and experiencing the financial peace of mind you deserve.  On Friday, November 4th, CWM celebrated our second year in business.  We want to take a moment to extend our sincere gratitude to you for your support and trust over the past two years.  [...]

November 9th, 2011|

Dave’s Take on Occupy Wall Street

Angie and I feel extremely blessed to be living the American entrepreneurial dream.  We have a shared vision, and are doing whatever it takes both personally and professionally to meet the financial needs of our clients.  The past several weeks of news regarding “Occupy Wall Street” have really concerned me on several different levels – [...]

November 7th, 2011|

Free Financial Advice Tuesday!

Need FREE financial advice?  I’m reserving Tuesday mornings from 9:30 - 11:30 for anyone with financial questions (investments, insurance, debt reduction, etc.).  Come meet me at Starbucks on 119th & Glenwood in Overland Park to receive a free drink and free advice!  If you'd like to ensure your spot for an exact time, please call 913.693.7918. Otherwise, feel free [...]

September 7th, 2011|

What’s the DEAL with Trader Joe’s?

My wife and I have been shopping almost exclusively at Trader Joe’s since they opened2 locations in Kansas City.  If you read my blog often, you know that we are deal seekers.  However, we’ve also been looking at what our family eats lately in regards to the deals we’re getting.  In other words, healthy, non-processed [...]

August 10th, 2011|

Top 3 Financial Pitfalls

I started my firm because I wanted to spend my days making and saving money for other people.  I believe that those two aspects of financial planning are the key to what I do.  For this reason, I just cringe when I analyze a potential client’s financial situation and discover that they are unnecessarily losing [...]

August 10th, 2011|

Financial Spring Cleaning: Steps To Take Now

For those of you who filed on time, tax season is over and it’s time to get your financial house in order.  I have included a checklist below for 10 steps to take now to ensure that all of your policies are up to date, and records organized so that you’ll be protected in the [...]

May 11th, 2011|

Car Insurance: Rid Yourself of Unnecessary Features

Car insurance is like death and taxes - an inevitable part of life.  However, the insurance companies are well-schooled at finding the consumer’s weak spot, creating add-ons to coverage to fit said weakness, and marketing the heck out of it via television, print, and internet ads.  In the end, most people purchase based on emotion [...]

January 9th, 2011|

“Found Money” Websites: Are They Legit?

As a financial planner, I frequently come across money-making schemes or ideas that seem too good to be true. When I first read about websites claiming to find my “lost” money, I rolled my eyes (but clicked the links and searched for my name anyway). I'm aware that businesses are legally bound to turn over [...]

August 31st, 2010|

How to Negotiate for (almost) Everything

Many times when I’m analyzing cash flow situations, clients feel like they are doing everything they can to save money.  However, one area that most people don’t know about is the fine art of negotiating.  I’ve listed several examples below that I have used myself.  The more you realize how negotiable prices really are, the [...]

July 19th, 2010|

5 Fundamental Financial Tips for 30-Somethings

At this point in life, many of us are working tirelessly to create a solid financial future for our families.  You can't build that future on a house of cards.  There are five fundamental building blocks that you must follow in order to get to the place you imagine you'll be in 10, 20, 30 [...]

June 28th, 2010|