Holistic Planning - Kansas City

07/21/2026

AI runs on a whole supply chain, from the chips that train the models to the software putting them to work, and that chain is now one of the biggest forces in the market. Macy Layne Vulgamore breaks it down in 90 seconds.

Staying on top of shifts like this, across your full financial plan, is what our team is here for.

Educational only, not personalized investment advice.

07/17/2026

Holding too much cash might feel "safe," but it can come with real costs.

Money market funds are sitting at record highs. The problem is that inflation and falling interest rates can erode cash's value over time, even when your balance looks steady.

Director of Marketing, Macy Layne Vulgamore breaks down why stocks and bonds still deserve a spot in your long-term plan.

07/04/2026

America turns 250 this year. A good excuse to step away from the calendar and spend the day outside with family. Happy Fourth of July from our team at Holistic Planning.

06/26/2026

06/21/2026

Celebrating the dads, grandpas, and father figures who make life a little brighter and a lot more fun.

Happy Father’s Day from all of us at Holistic Planning.

06/12/2026

If you've built something worth passing on, a will is usually just the starting point. In this quick video, Macy Layne Vulgamore walks through how families can transfer wealth the way they actually intend, using lifetime gifting and the right kind of trust.
Worth a couple of minutes if your legacy's on your mind.

Full guide in the comments.

Educational only, not legal or tax advice.

06/10/2026

Kansas City, thank you. From the bottom of our hearts.

Holistic Planning has been named Best Financial Planning in Kansas City Magazine's Best of 2026. This community opened its arms to us and trusted us with what matters most, and we are humbled beyond words.

This one is for you, Kansas City.

Disclosure: This nomination is a third-party rating by Kansas City Magazine. No fees were paid to obtain this nomination, and this endorsement is based solely on public voting conducted during March 9 – 29, 2026. It does not guarantee investment success or specific client outcomes.

At Holistic Planning, we view financial advice through a more integrated lens. We unite your investments, tax strategies, and estate planning under one umbrella—so you don’t have to juggle multiple advisors or worry about gaps in your plan.

06/10/2026

Plenty of families assume that having a will means their loved ones avoid probate. It doesn't. A will is really a set of instructions for a judge, and in 2026 probate is still public and can stretch close to two years.

If you've built something worth protecting, a trust can move your assets to your family privately, without the court process and without putting your estate on the public record.

Our newest guide walks through the life events that tend to signal it's time to consider a trust, plus the structures we see Kansas City families use most. Worth a read if legacy is on your mind.

Is a Will enough? Discover why a $1M net worth signals it's time to establish a trust, avoid public probate, and navigate 2026 tax changes.

06/05/2026

You’ll find us at Hole #7 today, supporting our friends at University Health Foundation! We’re grateful for the opportunity to support organizations that make our community better.

University Health takes care of our community's most vulnerable, and that makes Kansas City Stronger.