Since 1997, State Bank of Southwest Missouri has provided financial services through Wealth and Investment Services. As a market leader for wealth management, we are excited to introduce to you Certified Financial PlannerTM (CFP®), Mike Sisney.
At State Bank, we strive to provide superior customer service. This is especially true of Mike Sisney. He has completed additional training and education to attain the CFP® designation. When combining over 20 years of traditional banking experience with the CFP® credentials, Mike is uniquely qualified to be your financial advisor.
Mike welcomes you to talk with him regarding your financial needs. Whether it be savings, investments or insurance, Mike will be pleased to help you analyze and implement your goals.
If you are in need of a financial service advisor or just looking for a second opinion on the structure of your portfolio, please consider Mike Sisney through Wealth and Investment Services at State Bank of Southwest Missouri.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here are some simple and inexpensive energy-saving tips that may help you save money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The true cost of raising a child may be far more than you expect.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding the economy's cycles can help put current business conditions in better perspective.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?