The Kansas City Star
“Money Matters: Talking Turkey About Financial Planning” submitted by Dan Mathews to www.kansascity.com — November 23, 2011
“Money Matters: 2012 Inflation Adjustments Increase Tax Benefits” submitted by Dan Mathews to www.kansascity.com — November 16, 2011
“Money Matters: Small Business Owners Need a Retirement Plan Too” submitted by Dan Mathews to www.kansascity.com — October 26, 2011
“Worker Raids on 401(k)s Increase: Taking Money From Retirement Accounts Might Help in Short Term, but Hurt in Long Term” by Mark Davis – July 25, 2011
“Money Matters: Medicare Takes a Bit Out of Donut Hole” submitted by Dan Mathews to www.kansascity.com — July 6, 2011
“Money Matters: What You Need to Know About Social Security Payment Changes” submitted by Steve Rosen to the “dollars & sense” blog — May 20, 2011
“Money Matters: Current Political Climate ‘Reasonably Positive’ for Investors, Commentator Says” submitted by Steve Rosen to the “dollars & sense” blog — March 4, 2011
“Money Matters: Does a 529 Plan Help or Hurt When it Comes to Financial Aid?” submitted by Steve Rosen to the “dollars & sense” blog — January 21, 2011
“Money Matters: Put the Payroll Tax Cut to Work for You” submitted by Steve Rosen to the “dollars & sense” blog — January 7, 2011
“How I Got the Job: Amy Guerich, 26” by Sue Dye Babson – January 4, 2011
“Money Matters: The Home Refinancing Window is Still Open” submitted by Steve Rosen to the “dollars & sense” blog — October 30, 2010
“Money Matters: Are You Withholding Enough from Your Pay?” (two-part series) submitted by Steve Rosen to the “dollars & sense” blog — August 6 and September 3, 2010
“Money Matters: New Medicare Tax Provisions” submitted by Steve Rosen to the “dollars & sense” blog — April 9, 2010
“Money Matters: Keep a Sharp Eye on the Estate Tax” submitted by Steve Rosen to the “dollars & sense” blog — April 2, 2010
“Money Matters: Running the Roth Conversion Traps” submitted by Steve Rosen to the “dollars & sense” blog — March 12, 2010
“Money Matters: Are You a Good or Bad Candidate for a Roth IRA Conversion” submitted by Steve Rosen to the “dollars & sense” blog — March 12, 2010
“Money Matters: A Roth Conversion Check-List” submitted by Steve Rosen to the “dollars & sense” blog — February 26, 2010
“Economic Stimulus Efforts Carry the Potential of Creating New Problems” by Mark Davis — June 6, 2009
“Free Advice From Paid Money Professionals” (dollars & sense blog) by Mark Davis — April 10, 2009
“Ramsey vs. Recession” by Gene Meyer — March 14, 2009
“Getting Atypical Advice: Instead Of Funding Retirement Plans, Two Are Counseled To Pay Off Credit Card Debt” by Gene Meyer — May 11, 2008 (Money Makeover)
“Career Ladder” — May 6, 2008
(Dolores Otto named President of Stepp & Rothwell)
“Couple’s Efforts Are Adding Up” by Debra Skodack — May 3, 2008 (features Planner Eric Jones’s efforts to raise money to benefit the Cystic Fibrosis Foundation)
Business announcement: Kathy Stepp appointed to Schwab Institutional Advisory Board; Dolores Otto named President of Stepp & Rothwell — February 28, 2008
“Aiming for Retiring Young: Ambitious savers have laid a good foundation and now face key decisions”— September 16, 2007 (Money Makeover)
“Mother Walks a Fine Line: The Kansas City Woman has ‘all the ingredients to begin making good money.’ She just needs to manage it more effectively.”— September 10, 2006 (Money Makeover)
“Managing with Less While Needing More: Loss of child support will be a double whammy as college expenses begin”— August 21, 2005 (Money Makeover)
“Escaping the Credit Card Jungle”— May 23, 2004 (Money Makeover)
“Money Makeover” — August 22, 1999
“They're On a Fast Track to a Comfy Future: Overland Park couple are off to good start but want flexibility for a family”— August 15, 1999 (Money Makeover)
“Devoted to Saving, Tempted by Spending: Woman who diligently puts aside money for retirement frets about allure of buying things”— April 5, 1998 (Money Makeover)
“Remodeling Projects: What's the bottom line? Knowing the market value of your house is vital in determining whether an update will pay off in the long run.”— March 4, 2007
“The Changing Nature of AT&T Stock”— October 9, 2005
“Clearly Designate Beneficiaries”— June 6, 2004
“Thinking Saving Hurts Financial Aid”— March 7, 2004
“A Festive Time for Funds: It's time for owners to let loose and rebalance portfolios” — July 13, 2003
“Magazines Cite Financial Planners”— September 11, 2001
“Does Timing Purchases Boost Bond Fund? You Have to Know When Funds Distribute Capital Gains.”— February 11, 2001
“Analysts Urge Restraint Despite Erratic Market: Stick to plans, experts advise investors”— October 19, 2000
“Returning to the Nest: Grown children moving back in can be a comfort or a nightmare”— August 22, 1999
“Good Sign: Yield Down, Dividend Up”— May 31, 1998
Ingram’s
“Planning For The Worst: A Disability Primer For Sole Proprietors” by Kenneth Eaton — March 2008
KC Magazine and KCB Magazine
Named “Best in Client Satisfaction” Wealth Managers in 2010, 2009, 2008, 2007
Kansas City Business Journal
“Stock Market’s Wild Ride has Advisers Calming Jittery Clients” by James Dornbrook — August 19-25, 2011
“Small Business Jobs Act will Benefit Companies of all Sizes” by James Dornbrook — October 1-7, 2010
“Congress' Inaction on Inheritance Taxes is Killing KC-Area Estate Planners” by James Dornbrook — January 29 - February 4, 2010
“Top Area Fee-Based Investment Advisors” — Ranked in 2009, 2008
“New Rule Allows More IRAs to Convert into Roth IRAs” by James Dornbrook — October 23-29, 2009
“Life Insurance Can Resolve Tricky Estate Planning Issues” by James Dornbrook — March 20-26, 2009
“Perfect Union: Financial Planning Firm Weds Client Focus with Results” by James Dornbrook — March 28 - April 3, 2008
Wednesday Sun
“Financial Advisers: Diversify and Stay the Course” by Chuck Kurtz — June 2, 2010