Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Friday, April 17, 2026

If you want to build wealth, here’s a simple, but often overlooked truth: you have to choose where to be boring.

Thursday, March 12, 2026

When people think about building wealth, the conversation often focuses on investment strategies, market performance, or finding the “right” opportunities.

Wednesday, February 18, 2026

Over the years, one thing has become very clear in my work with clients. Taxes touch almost every financial decision we make, yet they are often handled in isolation. That is why I am excited to share that I have recently obtained my EA.

Wednesday, January 28, 2026

You are earning well. You’re responsible. You save. You probably have a retirement account or two. And yet, there is this quiet feeling that you should be further along by now.

Monday, January 5, 2026

At Link Wealth Strategies, we believe financial planning should never happen in isolation. Taxes, investments, retirement, and estate planning all influence one another. That’s why our philosophy has always been rooted in tax-intelligence.

Show All

Monday, December 15, 2025

Every business owner I’ve worked with started for a reason. Independence. Flexibility. The desire to build something meaningful. Yet over time, it’s easy to wake up and realize the business is running you instead of the other way around. 

Friday, November 7, 2025

As it turns out, training for 26.2 miles teaches you a lot about humility, discipline, and patience. Somewhere between early Saturday-morning long runs and midweek tempo sessions I realized those same lessons apply to financial planning too

Tuesday, October 28, 2025

When two high-achievers decide to combine their worlds, it’s about a lot more than just love songs and touchdown dances.

Thursday, September 18, 2025

When Missouri recently removed its state capital gains tax, it sparked a lot of buzz — and for good reason. For small business owners, investors, and anyone considering the sale of appreciated assets, this is a big deal.

Monday, August 11, 2025

When you think of August, estate planning may not be the first thing that comes to mind. But, this quiet moment between summer vacations and back-to-school can be an ideal time to pause and make sure your financial legacy is on track.

Monday, July 14, 2025

You’re earning more than ever. And now you're thinking about sharing your life and finances with someone else. Before you merge lives, homes, and maybe even last names, it's time to have some real money conversations.

Thursday, June 5, 2025

Without a clear strategy or scalable systems, your business is likely leaking revenue. Whether it’s through inefficient processes, inconsistent pricing, or missed follow-up opportunities, you're working harder than you need to for less.

Monday, May 5, 2025

Among the many tools in the estate planning toolbox, trusts tend to stand out — and for good reason. They offer a unique blend of privacy, control, and strategic flexibility. But like any tool, they come with both perks and pitfalls.

Friday, April 4, 2025

If you’re on your own homeownership journey, or thinking about starting one, remember: surround yourself with the right people, build up your savings, and don’t stress if things don’t happen overnight.

Friday, March 14, 2025

Running a business is hard. If you’re a business owner, chances are you’ve felt that weight — the endless to-do lists, the long hours, and the constant pressure to grow and succeed. Maybe you’ve even questioned if it’s all worth it.

Friday, February 14, 2025

Our firm provides comprehensive wealth management services for individuals and families and partners with local accounting practices, this collaboration provides holistic, expert-driven advice.

Wednesday, December 4, 2024

The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund.

Friday, November 15, 2024

As the year comes to a close, it’s a great time to consider how to finish strong with intentional year-end tax planning.

Monday, October 14, 2024

We are excited to welcome Joseph Reid, CFP®, ChFC® to the Link Wealth Strategies team! Joseph brings with him a wealth of experience as a seasoned financial advisor.

Thursday, September 12, 2024

As women, we deserve to be the architects of our financial futures—and this seminar is a step in that direction. Join us on October 1 from 6-8 PM for an evening of learning, empowerment, and community. Your future is worth it.

Monday, July 15, 2024

Retirement planning can be a complex process, especially for self-employed individuals and small business owners. Unlike employees who often have access to employer-sponsored retirement plans, small business owners must navigate the...

Friday, June 14, 2024

When most people think of taxes, they envision the annual ritual of gathering documents, navigating complex forms, and hoping for a favorable outcome come April. However, while tax preparation is essential, it's merely a snapshot of a...

Tuesday, May 14, 2024

As women, we often find ourselves juggling numerous responsibilities throughout our lives. From managing households to pursuing careers, we're accustomed to wearing many hats. However, when it comes to retirement planning, women face...

Tuesday, April 2, 2024

The world of accounting and financial services is always evolving, let's talk about something that's often overlooked: the difference between preparing taxes and truly planning for the future. Sure, tax prep is important, but there's a...

Friday, March 1, 2024

Finance is an ever-evolving landscape, when you think you’ve finally caught up with the latest data, something is bound to change. But there is a pivotal change on the horizon.

Wednesday, January 17, 2024

In the complex landscape of personal finance, the synergy between a knowledgeable financial advisor and a seasoned tax professional can lead to exponential financial health.

Monday, December 4, 2023

As we step toward the new year, thoughts about tax season may be on your mind. The possibility of owing money can be overwhelming, but there are strategic ways to alleviate your 2023 tax bill.

Monday, October 16, 2023

At its core, financial planning is like plotting a roadmap for your financial future. It's a personalized strategy that takes into account your unique goals, aspirations, and current financial situation.

Wednesday, September 13, 2023

In the ever-changing realm of accounting and finance, building a thriving network is key to growing in your expertise and more fully serving the needs of your current and future clients.

Monday, August 14, 2023

As business professionals, we understand the value of strategic planning in every aspect of life, and one area that should not be overlooked is college planning for your children.

Wednesday, July 26, 2023

As a Certified Public Accountant (CPA) and a firm owner, you know that your job is never done. There is always something that needs your attention, whether it is managing your staff, handling client accounts, or staying up-to-date on...

Thursday, September 29, 2022

We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats. Months of stock market ups and downs coupled with rising interest rates and...

Thursday, May 5, 2022

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Tuesday, October 1, 2019

Phyllis Hughes, a long-time client of KL Johnson Advisors sat down with us to share about her many journeys and how she is living out her dreams to provide for, care for and nurture the future generations of her family. A Kansas native...

Monday, September 9, 2019

Firm Offers Tax-Smart Investing Strategies to Advisors and the Clients They Serve September 9, 2019—HD Vest Financial Services®, my firm’s wealth management support and services provider, is being renamed Avantax Wealth...

Wednesday, August 28, 2019

Throughout my life, I have often had a list of goals toward which I was working. Whether physical, academic, relational, financial, or something else, I am naturally inclined to have something mentally or physically before me that...

Wednesday, August 14, 2019

Sometimes your destiny is decided with the flip of a coin! For Willie and Pam Humphreys, one of our KL Johnson Advisors clients, it was a fate-filled coin toss that began their journey as a couple. Since then, life has been an...

Wednesday, June 19, 2019

SENIOR WEALTH ADVISOR AND OWNER KYLE JOHNSON, RICP® AND OPERATIONS MANAGER CASEY FRISBY ATTEND CONNECT2019TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS Conference Brings Together...

Monday, March 25, 2019

It is by no mistake that Dave and Nelda Thompson have made it to their “happy place,” or rather, happy places, in retirement. In 2018, the couple sold their homestead, bought a 5th wheel and took off on a new journey. This...

Thursday, July 5, 2018

Many do not know that I was a pastor prior to beginning my work as a financial adviser and ultimately establishing a business designed to help others prepare for all aspects of a fulfilling retirement.

Thursday, April 5, 2018

Here we answer the question at the heart of most of our work: "Why do I need a retirement plan?"

Tuesday, March 13, 2018

Over the last couple of weeks, there has been a lot of chatter on television and in the blogosphere about “The Market” and terms like “correction”, “pre-recession”, and even “dead cat...

Monday, January 29, 2018

Today's lesson is on something that we have found many people say they know, yet if you were to ask them to explain it simply, they wouldn't be able to- the difference between a share of stock and a bond.Stocks Are OwnershipLet's say...

Monday, January 22, 2018

Albert Einstein once referred to the power of compound interest as the most powerful force in the universe. So why don't most individuals who one day hope to retire, take advantage of it? Life. Life has a funny way of getting in the...

Friday, January 5, 2018

The Tax and Jobs Act is the first major piece of tax legislation affecting individuals and corporations since the Reagan administration. And, while it has come with significant feelings on either side of the aisle, it is President...