Insights for Building Your Financial Future in Missouri

Practical guidance on retirement, IRAs, college savings, investing basics, and employer plans, written by licensed advisor Carrie Busse,  alongside top notch customer service by Brennon Carey of Lockridge Legacy Financial in Chillicothe, Missouri.

Guidance From the Advisors Who Serve Real Missouri Clients

Every article on this blog is written by Carrie Busse — licensed advisor practicing in Chillicothe, Missouri. The guidance here reflects the same perspective we bring to client conversations: practical, plain-language, and grounded in what actually applies to families and business owners in North Central Missouri. If you're researching before you're ready to call, this is a good place to start.

Catch-up contributions are extra retirement savings you’re allowed to make once you reach age 50. They’re designed to help people who may have fallen behind—or who simply want to boost their...

Retirement Catch-Up Contributions for Your 50s

Catch-up contributions are extra retirement savings you’re allowed to make once you reach age 50. They’re designed to help people who may have fallen behind—or who simply want to boost their...
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Thinking about retirement in your 30s may feel early, but this is actually the ideal time to lay a strong foundation. The first steps are simple: understand where your money is going, start...

How to Start Retirement Planning in Your 30s

Thinking about retirement in your 30s may feel early, but this is actually the ideal time to lay a strong foundation. The first steps are simple: understand where your money is going, start...
Read more