Holistic Planning - Kansas City

10/28/2026

Same investments. Different tax bill.

Two people can own identical portfolios and keep different amounts after taxes, depending on which accounts hold which investments. It’s called asset location. In our latest video, Macy Layne Vulgamore explains how it works and where the 2026 federal tax brackets come in.

10/25/2026

Come on by for some trunk or treating! We’ve got lots of treats to share!

10/23/2026

One Overland Park family told the Johnson County Post they pay $735 a week for child care for an infant and a pre-K child.

For many Kansas City parents, numbers like that lead to a bigger conversation about staying home. Mitchell Smith, CFP®, wrote a money checklist for Kansas City Mom Collective to help families think it through.

Thinking about staying home with your kids? Mitchell Smith, CFP®, covers the money questions Kansas City parents can ask before making the call.

10/20/2026

Your 2026 tax return won't be filed until spring. Most of the decisions that shape it have to be made by December 31.

Kyle Hogan, CFP®, from our Mission office wrote a sponsored column for the Johnson County Post on what to look at this fall, from required withdrawals to Roth conversions. If you've been meaning to check in on your plan, this is a good place to start.

Read the full column:

A year-end tax review covers the decisions that have to be finalized by December 31 to count for the current tax year. Once the year closes, most of these o ...

10/07/2026

Come on by and paint some pumpkins with us this Friday🎃 All are welcome.

Meet us at Meadowbrook Inclusive Park (off Roe Ave.) for a park meet-up this Friday! Our friends at Holistic Planning - Kansas City will have pumpkins for toddler friendly decorating.

10/01/2026

Happy October from Westwood🎃

The pumpkins in our office came from KC Pumpkin Patch in Olathe. The patch sits on the grounds of KC W**e Co., a locally owned vineyard.

We enjoy buying from our neighbors and we try to be intentional about it. Johnson County is home for us, and it feels good to fill the office with something grown a short drive south of our door.

Add some fall flowers and a couple of spooky ghost pillows, and we're ready for the season.

09/28/2026

Saturday morning, Kyle Hogan, CFP®, and his family laced up for The Mission Project's annual Independence Walk. Holistic Planning - Kansas City was proud to sponsor this year's walk.

The Mission Project helps adults with intellectual and developmental disabilities live independently here in the Kansas City area. Money raised at the walk goes toward participant programs.

It's an honor to support organizations like this who make meaningful impacts in our community every single day.

09/18/2026

Who is holding your financial chart?

In a complicated situation, you want specialists who are each excellent in their lane, and one person keeping the whole picture connected. Your financial life works the same way. A planner tends to hold the chart. A specialist manages one part of it.
This short explains what that means when you’re deciding who to work with. The full guide has the rest.

https://holisticplanning.com/financial-planner-vs-asset-manager/