Financial Roots
Stay up to date with our latest insights and commentary
Protecting What’s Most Precious To You
Are you looking for a way to secure your family’s future and protect your hard-earned assets? One way to do this is to create a comprehensive estate plan. Watch this short video to learn about how you can get started planning.Leaving your Legacy Do you have a...
Get to know Gage Kennedy
Gage was born and raised in Wichita and has always known he wanted a career where he could work with people. That’s why Aristata Financial is a great fit for him. We all value putting people first. Learn a little about Gage from this video.People talk about the value...
How We Work With Entrepreneurs
Owning a business can be very rewarding. It’s also all consuming. And retirement planning is often put on the back burner. We can help you set up a plan for your next chapter in life, so that when that times comes, you are well prepared.Being an entrepreneur and...
How We Work With Young Professionals
Starting out in your career and moving up the ladder is exciting. Whether you’ve nabbed that perfect job, or you’re just starting your career as a doctor or engineer, now is the perfect time to start planning for your future. Here’s a short video about how we can...
How We Work With Affluent Investors
More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help. When you have worked hard to achieve a certain level of success it’s important to understand that...
3 Business Mistakes
Being a business owner is more than a job, it’s your life. I know how the day-to-day can be all consuming. But we can help you see the big picture and avoid some common mistakes that business owners make. Here are the top 3.Running a business is time consuming to say...
What is the difference between a Traditional IRA and a Roth IRA?
It’s a common question. With a relatively simple answer. Contributions made to a Traditional IRA go in pre-tax. So, if your income is $65,000 and you make a $6000 Traditional IRA contribution, your taxable income is reduced to $59,000, so you have not paid income...
How Do Tax Rates Work?
Tax brackets are separated into ranges of income and the more income you make the higher the tax rate. When you need to know what marginal tax rate or tax bracket you are in, it refers to the rate at which your next dollar of income will be taxed. See the chart below...
Payments on Federal Student Loans Still On Pause
Payments on Federal Student Loans Still On PauseOn December 22nd, 2021, the U.S. Department of Education announced an extension of the pause on federal student loan payments. The payment moratorium, currently in effect for millions of federal student loan borrowers,...
Appropriate Checklists for Year-End Tax Planning
Appropriate checklists for year-end tax planningWhat are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several...