A longtime client, Tricia, recently reached out after a conversation with a friend and shared an important retirement planning tip she felt more people should be aware of. We share it with you here. As many of us settle into what may be our “forever home,” it’s easy to overlook an important financial detail: keeping records of home improvements. Whether …
Elevated Retirement Group hosted a volunteer event at Harvesters Community Food Network on Friday, March 6th, bringing together 25 clients, friends, and staff members. The group assembled 1,350 BackSnack meal bags, totaling 3,462 pounds of food. Harvesters BackSnack program, provides a weekly backpack of nutritious, child-friendly food to elementary and some middle school students for use over the weekend. The …
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many people, including those nearing or in retirement, that nudge isn’t just about changing curtains or mulching flower beds; it’s about rethinking one of life’s largest financial and emotional commitments: where we call home in retirement. In my experience, the most …
When a magician yanks a rabbit from a hat, we instinctively know the truth: it isn’t magic. It’s misdirection. It’s sleight of hand, a well-timed pivot that draws your attention to one spot while the real trick unfolds elsewhere. That same maneuver shows up in your financial life. We tend to fix our gaze on the obvious: investment returns, coupons, …
As we ease into Spring… There’s a sense of renewal in the air, the kind that invites a fresh look at how we steward the years ahead. The blossoms aren’t the only things waking up this season. Our world continues to hold a fair amount of uncertainty: conflict in the Middle East. markets shifting in response, policy debates shaping outcomes, …
When I first saw these statistics, they nearly knocked me over: 80% of men die married. 80% of women die single. 80% of centenarians are women. No matter how you look at it, those numbers tell a sobering story. Ladies, you’re statistically likely to outlive your husband. Gentlemen, you’re statistically likely to hand over the reins and the household bills …
“Money Does Buy Happiness, New Study Says.” Headlines like that always make us pause. The study in question tried to answer a timeless question: Does more money really make us happier, or does the effect level off after a certain point? Researchers found that, yes, happiness tends to rise with income, but only up to a point. But other studies suggest …
Remember when buying clothes meant a trip to the store, trying on jeans under the fluorescent lights, and waiting for Mom’s verdict? She’d pull at the waistband and ask the dreaded question: “Is there enough room in the seat?” It was awkward, sure, but at least you knew before you left the store whether those jeans would fit. Fast-forward to today’s …
After teaching hundreds of hours of retirement planning classes over the years, I’ve discovered something surprising: no matter how much the financial landscape changes, the questions people ask about retirement almost never do. The course I teach, Retirement Elevated, was created to help aspiring retirees prepare for both the practical and emotional sides of this life transition. Advisors across the country …
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect on the year we just said goodbye to as well as focus on the year ahead. Some of us make goals, make resolutions or promise to break bad habits. Some of us just take stock of what we’ve experienced and …
