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Retirement Elevated Classes in 2022

In Articles, Articles: Salt Lake City Office, SLC Winter 2022 by Scott Dougan

Gain the right knowledge today to create a well-planned retirement for tomorrow.  The ebbs and flows of being able to continue hosting our in-person Retirement Elevated classes has been ever-changing the past two years.  With that, going into 2022, we will be monitoring things as best we can to ensure our educational events are still being taught at a location …

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2022 Winter Newsletter: Salt Lake City

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

We made it through the holidays and into another year.   Welcome 2022! Here’s to hoping for brighter, healthier days ahead for all. The holidays at our home are often busy.  Our children, Coraline and Michael, are still young, so the holidays include little parties, school programs and many traditions that remain magical.  My in-laws live nearby, so our home …

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Client Corner: Don and Lauri

In Articles, Articles: Salt Lake City Office, SLC Winter 2022 by Scott Dougan

“All our planning has paid off, and retirement is just as much fun as we always dreamed!” As happily retired folks, Don and Lauri decided to visit Boston to visit Lauri’s nephew and his family and tour the surrounding area.  While they are seasoned travelers, neither of them had previously been to Boston; and so, they were excited for the …

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A Box of Catharsis

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

Catharsis is defined as “a purification or purgation that brings about spiritual renewal or release from tension” (source: Merriam-Webster). In other words, make the bad stuff go away and begin feeling better. If there’s one gift we should all give ourselves, it’s a nice catharsis.  If you’ve ever rented a dumpster in order to finally clear the clutter from your …

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2021 Fall Festival Update

In Articles, Articles: Kansas City Office, Community Involvement, Winter 2022 by Scott Dougan

Our Fall Festival at the Lodge at Ironwoods was a resounding success! Your contributions will bring a brighter future to children. We appreciate your generosity and caring commitment to CASA’s important work. We appreciate those who were able to join us this year at The Inn @ Ironwoods in support of CASA Court Appointed Special Advocates of Johnson & Wyandotte …

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2022 Winter Newsletter: Kansas City

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

If there’s one thing that we can all agree upon, it’s the uncertainly of the future. As we near the end of 2021 and look ahead to a new year, we have to shake our heads at the mystery of it all.  Who would have predicted the events of this past year, from politics to pandemic to prosperity in the …

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Back to the Basics: The Forced Savings Solution

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Winter 2022, Winter 2022 by Scott Dougan

If you were to ask retirees what was the single biggest factor in their ability to retire, the answer might lie in the fact that they began saving early, saved consistently, and didn’t stop saving.  Sure, some people have retirement saved for them, in the form of a pension, but the reality is that nobody lives off of their money …

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Briefcase Study: Financial Independence is a Myth

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2022, Winter 2022 by Scott Dougan

‘Financial Independence’ is a wonderful goal, a beautiful aspiration, a worthy pursuit. But it’s impossible. If true financial independence is the point at which we have enough money to be free from needing to serve or be served by other people, then we’ve missed the point entirely. If we look at a pile of wealth – money, property, possessions – …