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Client Corner: Let’s Explore

In Articles, Articles: Salt Lake City Office, SLC Winter 2025 by Scott Dougan

We have been successful business owners, entrepreneurs, and adventure-driven people who love exploring and pioneering. Even though retired, we still pursue these avenues for a gratifying life. We love traveling, especially to beautiful mountainous areas. Together, we enjoy hiking, camping, snowshoeing, and Nordic skiing, while Bob also loves Alpine skiing and golf. Bob’s corporate career with a large public corporation …

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2025 Winter Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office by Scott Dougan

As is our style, my family hit the ground running in 2025. With both kids basically in year-round sports, we took advantage of the short break around the holidays to relax together in St. George – sleeping in was required. It was a much-needed recharge, but we’re happy to be back at home in a routine, as busy as it …

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Team Corner

In Articles: Kansas City Office, Team Spotlights, Winter 2025 by Scott Dougan

Congratulations to O.J. Allen, CFP® O.J. recently passed the CFP® certification examination and met all requirements to earn this designation. We are proud to recognize this significant accomplishment and O.J.’s hard work, determination and dedication. The CFP® designation is the highest standard of excellence in the field of personal financial planning. Cheers to O.J.!

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Briefcase Study: Do you make New Year’s Resolutions?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2025, Winter 2025 by Scott Dougan

Do you make New Year’s Resolutions? Do you also keep New Year’s Resolutions? I’m not a big resolutions guy, but I’m happy to hear from others who’ve had a resolution actually stick. A friend of mine started a resolution to floss his teeth daily starting on January 1st, 2012, and hasn’t missed a day since. When you read this, assuming …

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Back to the Basics: New Year Reflection

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Winter 2025, Winter 2025 by Scott Dougan

New Year Reflection: The Mexican Fisherman and the American Businessman As we embark on another year, it’s natural to think about our goals and ambitions—working harder, saving more, and striving for greater ‘success’. But amidst this drive, it’s worth pausing to reflect on what we truly want out of life. One story that captures this sentiment beautifully is the parable …

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2025 Winter Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

For those of you who are keeping score at home, 2025 is underway. Wow. I’m not sure about you, but when someone tells a story about something that happened 30 years ago, I still imagine they’re talking about the 1970s or ’80s. My time calculator hasn’t been updated in a long while and I’m not sure that’ll change anytime soon. …

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Why Do Retirees Feel Busier Than When They Had Jobs?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

Have you heard of Parkinson’s Law? This principle states that “work expands so as to fill the time available for its completion.” This concept could shed light on the bewilderment many retirees experience. When individuals transition into retirement, they suddenly have more time for tasks and activities. Paradoxically, this newfound time can lead to an overwhelming sense of busyness, as …

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The Need to Learn Cursive and Math

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

In today’s digital age, many people argue against the need to memorize facts for tests or everyday tasks. The rationale often goes, “I’ll be okay as long as I know where to find the information.” With resources like Google at our fingertips, it’s easy to see the merit in this perspective. However, consider this: what happens when you give a …