The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Related Content

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Featured Team Member

Jennifer entered the financial services industry after she graduated from Kansas State University in 1998. She holds a Bachelor’s degree in Human Resource Management. Jennifer runs the day-to-day, administrative operations for Brian...

Jerry Dreier, CLU, ChFC

Jerry Dreier is a lifetime resident of Quincy and has been assisting investors for the last 35 years. Jerry has developed a career in advising retirees and those about to retire who wish to preserve their principal and make their money...

Brian Dreier

Brian started his financial planning career in December of 1994 after graduating from Rockhurst University in Kansas City, MO. His practice has worn several hats over the years. As the financial world becomes more complex, it is...