Nexus Financial Group

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We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball...
03/10/2026

We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball variety. Given the emphasis on brackets this month, now can be a great time to review your 2026 federal tax bracket before the year gets too far along.

Understanding where your income is likely to fall can help you plan ahead and avoid surprises. Swipe to learn more.

Curious how these changes might affect your broader financial plan? From retirement contributions to estate strategies, we can help you align your goals with today’s tax landscape. Give us a call today.

Today, we wanted to share an important note: If you need anything, give us a call. We will get back to you promptly. Wis...
02/16/2026

Today, we wanted to share an important note: If you need anything, give us a call. We will get back to you promptly.

Wishing you a wonderful Presidents’ Day!

During this month of love, we wanted to share a message from the heart: thank you ❤️ Whether you’re a client, profession...
02/12/2026

During this month of love, we wanted to share a message from the heart: thank you ❤️ Whether you’re a client, professional contact, or supporter, please know that you’re a big part of why we love what we do. We deeply appreciate the trust you’ve placed in us.

If you need assistance this month or at any time this year, please feel free to give us a call anytime. We’re here for you.

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite account...
01/19/2026

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite accounts of Dr. King’s life and legacy:

🔵"My Life with Martin Luther King, Jr." by Coretta Scott King
🔵"King: A Life" by Jonathan Eig
🔵"The Autobiography of Martin Luther King, Jr." edited by Clayborne Carson

If you’re looking for more ways to honor the day, you can visit thekingcenter.org for ideas, events, and resources.

Please note that in honor of the holiday, our office is closed on Monday, January 19th. We’ll be back on Tuesday, January 20th, and look forward to connecting with you then.

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swi...
01/15/2026

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.

Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.

Happy New Year! As we step into 2026, we’re taking a moment to reflect on the year behind us and look ahead to what’s ne...
12/31/2025

Happy New Year!

As we step into 2026, we’re taking a moment to reflect on the year behind us and look ahead to what’s next. Thank you for the trust you’ve placed in us. We’re honored to support you and look forward to what the new year holds.

Please note that our office will be closed on January 1st and 2nd. We’ll be back on January 5th, ready to hit the ground running.

Here’s to new goals, fresh starts, and a year full of possibility!

As Christmas arrives, we’re reminded of the importance of slowing down and appreciating the people we’ve had the privile...
12/24/2025

As Christmas arrives, we’re reminded of the importance of slowing down and appreciating the people we’ve had the privilege of working with and supporting. That said, we’re truly grateful for your trust and partnership this time of year and always.

Our office will be closed Wednesday, December 24th, through Friday, December 26th, allowing our team to spend the holiday with their loved ones. We’ll get back to you as soon as we return.

Wishing you a joyful and restful Christmas, surrounded by the people who matter most.

December will be over before we know it, so we’re sharing an urgent reminder about annual required minimum distributions...
12/03/2025

December will be over before we know it, so we’re sharing an urgent reminder about annual required minimum distributions. Take a look below at key information for Americans who are 73 years or older.

🔹If you turned 73 in 2025, you have until April 2026 to take your first distribution. However, you will need to take your second distribution by December 31, 2026. Taking both in 2026 could have negative tax impacts. Discuss the best course of action with your financial advisor.

🔹If you’re age 74 or older, the IRS requires you to take an RMD from certain retirement accounts by December 31st.

🔹Applicable accounts include: Traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, 403(b)s, and 457(b)s. However, the IRS does not require RMDs from Roth IRAs, Roth 401(k)s, or Roth 403(b)s while the account holder is living.

🔹Missing the deadline could result in a penalty of 25% of the RMD amount and 10% if corrected within two years for IRAs.

Have questions about RMDs or other investing matters? Give us a call today.

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work w...
11/27/2025

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work with such incredible people.

Whether you're traveling, cooking up a feast, or simply enjoying some well-deserved rest, we hope your Thanksgiving is filled with what (and who!) matters most.

Please note: We will be closed on Thursday, November 27th, to allow our team to enjoy the holiday.

Wishing you and your loved ones a warm, safe, and memorable Thanksgiving!

If charitable giving is part of your tax strategy or estate plan, I recommend that now is the time to act. To help ensur...
11/26/2025

If charitable giving is part of your tax strategy or estate plan, I recommend that now is the time to act. To help ensure your donations count toward your 2025 tax return, here are a few important reminders before the December 31st deadline:

✅ Cash or check donations should be delivered in person or mailed early enough to ensure they’re received and receipted by the nonprofit by December 31st. Online donations must be submitted by midnight on December 31st.
✅ Gifts of appreciated securities may take longer to process, so coordination with custodians or brokers must occur well in advance.
✅Contributions to donor-advised funds must also be finalized before year-end.

Have questions or need assistance? Give us a call today!

Over turkey and pie, the big questions always seem to come out — and as financial advisors, many of the ones we hear are...
11/19/2025

Over turkey and pie, the big questions always seem to come out — and as financial advisors, many of the ones we hear are about money. Today, we’re “talking turkey” and sharing five key financial concepts that we often find ourselves discussing around the Thanksgiving table.

Swipe for more information, and as always, reach out with any questions or needs. Wishing you and yours a wonderful Thanksgiving season!

Address

7101 College Boulevard Suite 1610
Overland Park, KS
66210

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2pm

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