Categories for Resources

What Public Sector Employees and Retirees Need to Know About the Social Security Fairness Act

Those who have dedicated their lives to service, whether as educators, protectors, or first responders, have received long-awaited news this year. Their invaluable contributions to society may be reflected in their retirement benefits.

How to Access Your 1099 Forms Online

It’s time to file taxes. If you have a TradePMR Access Online profile, accessing your 1099 forms will be quick and easy.

Tax Day Planning: IRA and 529 Contributions

April 15, 2025, marks an important deadline—tax returns are due. It’s also your last chance to contribute to your IRA for the 2024 tax year.

2025 Market Updates: Where We’ll Invest

In 2025, we remain steadfast in our commitment to long-term investment strategies while incorporating tactical adjustments that align with market valuations.

A Safe Haven for Joplin’s Children

In the heart of Joplin, Missouri, Children’s Haven stands as a beacon of hope for families in crisis. Since its founding, the organization’s mission has been simple yet profound: to provide a safe, nurturing environment for children when their families face an immediate, temporary disruption to care.

Thank You, Mothers. TrueNorth Wouldn’t Be Who We Are Without You.

In honor of Mother’s Day, we wanted to honor one of the women who inspired everything we do. You may not know this, but Bryan Vowels, Founding Partner and CEO of TrueNorth, knows a local legend. His mother, JoAnn Vowels was the second female financial advisor in the Joplin area.

Using Your 2024 Tax Return to Strengthen Your Financial Strategy

Every financial decision should serve a greater purpose, whether that’s helping you retire on your terms, supporting future generations, or living more generously today. By reviewing your 2024 tax return together, we can gain insights that help you refine your overall financial strategy.

What Public Sector Employees and Retirees Need to Know About the Social Security Fairness Act

The “Super Catch-Up”

For those between the ages of 60 and 63, you are now eligible for the new "Super Catch-Up" contribution. This is an important update that takes effect in 2025 and will continue until further notice. Meaning, this isn’t the only year to take advantage of this retirement savings opportunity.

Disclosures

Office Address:

4037 Gateway Drive

Joplin, MO 64804

Phone: 417-434-9400

BACK TO TOP