Impact Wealth Planners

Congratulations to Parker Olmsted for successfully completing the requirements of a Certified Financial Planner! Parker has been with us for two years and is extremely deserving of this achievement. He has been an invaluable member of our team and our growth over this time. His integrity and knowledge of the industry have positively impacted our office and his clients. We're excited to celebrate this milestone achievement with him. Congrats Parker!

More than just a boss, you're a mentor and a friend. Your guidance and support help us provide excellent service to our clients while your positive attitude and good nature make our office a fantastic place to be every day.

Happy Boss's Day!

Confused about Social Security and how it affects your retirement? Though we can't tell you when to take it, we can tell you to take it seriously!

Join us as we partner with East Central Kansas Area Agency on Aging for a free Social Security seminar on October 16th. Get answers and enjoy lunch too- RSVP by calling 785-242-7200 or emailing [email protected]. Save your spot today!

We had a great time last week playing in the Friends of COF Golf Tournament! This is an incredible organization serving adults with intellectual disabilities. To learn more or see how you can support this organization, check out their website at www.cofts.org.

Great afternoon volunteering for ECKAN to organize their food pantry, creating more room and making the food and other items more accessible! ECKAN is a great organization that makes such an impact in our community!

We had a great time hosting the Ottawa Community Shred Day this past weekend! Great to see so many people show up!

Time to clean out those old files!

We're excited to host Ottawa's Community Shred Day again this year! Join us this Saturday, April 27th from 9:00 am - noon between the Courthouse and Corner Market in Ottawa.

Not only does shredding your documents protect your privacy, but it can also help prevent identity theft and fraud. Plus, it's an environmentally friendly way to dispose paper waste as the shredded material will be recycled.

See you Saturday!

We had a great day of Team Building, 2024 Strategic Planning, and our Quarterly Investment Committee Meeting yesterday. A big shoutout to Tiffany Evans and Ottawa Memorial Auditorium for hosting our offsite portion of the meeting! A tremendous asset in Ottawa!

Time to clean out those old files!

We're excited to host Ottawa's Community Shred Day again this year! Join us next Saturday, April 27th from 9:00 am - noon between the Courthouse and Corner Market in Ottawa.

Not only does shredding your documents protect your privacy, but it can also help prevent identity theft and fraud. Plus, it's an environmentally friendly way to dispose paper waste as the shredded material will be recycled.

See you next Saturday!

A big shoutout to Isaac Gwinn as he is officially a Certified Financial Planner! He's been working hard on this accomplishment for the past year. We're excited to celebrate with him! Over the past 3 years, Isaac has shown his expertise and understanding of financial planning. This recognition as CFP is just a public acknowledgment of his success! Congratulations Isaac!

Great 5k run this morning to support the Franklin County Historical Society! Thanks to all the volunteers (shoutout to our own Parker Olmsted) for putting on a great community event! We loved it! Old Depot Museum

This piece presents an overview of fundamental steps to consider when a loved one passes.

www.www.impactwealthplanners.com

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Does it make more sense to push back , or not to retire at all?

404 - Page not found The page you are looking for doesn't exist or has been moved.

Over age 50? You may be able to catch-up on retirement.

404 - Page not found The page you are looking for doesn't exist or has been moved.

When are you taking your benefits? Considering the timing can help maximize your benefit.

404 - Page not found The page you are looking for doesn't exist or has been moved.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

404 - Page not found The page you are looking for doesn't exist or has been moved.