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Stewart S. Koesten, M.S.F.S., CFP®, CIMA is the Chief Executive and Executive Chairman of KHC Wealth Management. He has more than 30 years of experience as a wealth management adviser, plus ten years in the insurance business.
Stewart has primary responsibility for the management of the firm as Chief Executive Officer. He is the chief compliance officer and is also responsible for establishing and retaining client relationships.
He is a 1971 graduate of Louisiana Tech University and earned his M.S. in Financial Services from the American College in Bryn Mawr, Pennsylvania in 1988.
Stewart is President of the Board of The Folly Theater, Past President of Jewish Family Services and serves on the boards of the Jewish Community Foundation. He is a member of the Investment Management Consultants Association (IMCA®) and is part of The Heart of America Council.
Stewart has also influenced the development of the planning profession by his many years of active participation in the Greater Kansas City Chapter of the Financial Planning Association and belongs to the Greater Kansas City Estate Planning Society.
Contact Stewart at skoesten@makinglifecount.com or (913) 345-1881.
Follow Stewart on Twitter: @StewartKoesten
LinkedIn: https://www.linkedin.com/in/stewartkoesten
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Oct 3, 16 •
663 Views •
Financial Planning, Retirement Planning •
Stewart Koesten •
2 Comments
By Stewart Koesten Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The 2016 reports, released on June 22, 2016,...
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Sep 19, 16 •
599 Views •
Financial Planning, Investments •
Stewart Koesten •
No Comments
By Stewart Koesten On June 23, citizens of the United Kingdom (England, Scotland, Wales, and Northern Ireland) voted to leave the European Union by a margin of 52% to 48%.1 Though pre-election polls suggested that public opinion was evenly divided, when the...
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Aug 15, 16 •
1461 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
By Stewart Koesten Here is an abbreviated model of a Risk Management Process: Let’s look at a couple of example hazards we could apply this model to as it relates to our personal finances. Let’s start with identifying the hazard as a disabling illness...
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Aug 8, 16 •
574 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
Five financial lessons to help teach smart money management. From Raymond James® Point of View: It’s never too early to teach your children or grandchildren the value of a dollar. Children and young adults with a solid understanding of the role money plays...
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Jul 20, 16 •
665 Views •
Financial Planning •
Stewart Koesten •
No Comments
By Stewart Koesten A number of larger companies offer elective Executive Deferred Compensation Plans. These are essentially plans allowing certain employees to elect to defer a portion of their salary/bonus compensation before it is earned. The advantages...
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Jun 20, 16 •
670 Views •
Career Planning, Financial Planning •
Stewart Koesten •
No Comments
By Stewart Koesten What is a golden parachute? Golden parachutes are severance and other compensation agreements that protect key employees from the effects of a corporate takeover or change in control. Payments under golden parachutes are triggered by a...
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Apr 27, 16 •
716 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
By Stewart Koesten There are some business owners, most I’d guess, who have no succession plans for their businesses. There are other business owners who simply don’t care to create a lifetime succession plan for the transfer or sale of ownership of...
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Feb 29, 16 •
720 Views •
Financial Planning •
Stewart Koesten •
No Comments
By Stewart Koesten What are budget goals? Think of your budget goals as your financial wish list and your spending plan as a way to make those wishes a reality. Without clear budget goals, your financial life may remain in disarray. Like any other goals in...
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Feb 17, 16 •
928 Views •
Financial Planning, Investments •
Stewart Koesten •
No Comments
For more information, schedule a meeting by clicking below, contact Stewart Koesten –skoesten@makinglifecount.com, or call (913) 345-1881. The information contained herein should not be construed as personalized investment advice. Past performance is no...
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Jan 4, 16 •
1105 Views •
Financial Planning, Retirement Planning •
Stewart Koesten •
No Comments
By Stewart Koesten IRA contribution limits The maximum amount you can contribute to a traditional IRA or Roth IRA in 2016 is $5,500 (or 100% of your earned income, if less), unchanged from 2015. The maximum catch-up contribution for those age 50 or older...
