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Blog

A couple sitting on a couch working on a laptop together.
Doug Burson | Aug 25, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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A young woman vacuuming her apartment with headphones on and dancing.
Doug Burson | Aug 25, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Doug Burson | Aug 25, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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About Us

Holistiq Financial LLC is a financial services firm in Lees Summit, MO, helping business owners and retirees with tax-smart investing and retirement planning.
 

Office Address

211 SE Grand Ave Ste B
Lee's Summit MO 64063 

Contact Info

(816) 669-2013
dougb@holistiqfinancial.com

 

Get in touch

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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