Brad Skluzacek CFP® CPWA®

Vice President | Wealth Advisor | Kansas City -- Brad is a Certified Financial Planner who has been in the financial services industry for over a decade. Having served clients in many roles, ranging from Personal Banker to Financial Advisor, Brad brings a vast level of expertise providing a truly elite wealth management experience for his clients.

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Brad Skluzacek CFP® CPWA®

Investment Hierarchy (Which Accounts to Fund First)

When a person gets started with investing, it can be a challenge knowing where to begin. What type of accounts should you consider and in what order should you fund them? Watch this video to learn some general guidelines for the “investing hierarchy” that can help...

How the 2023 Social Security Cost-of-Living Increase Could Impact Your Tax Burden

By now, you've undoubtedly heard the news that the Social Security Administration (SSA) will increase benefits by 8.7% in 2023, which exceeds last year's boost of 5.9%, and will be the largest increase since 1981. The annual increase to Social Security...