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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What can be learned from the savings rate?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Smart investors take the time to separate emotion from fact.