I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but lack something critical: a clear purpose. In the busy-ness of daily life, we act on instinct and sometimes in haste. I do it and I suspect you do too. It’s …
Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …
A recent article in The Guardian put the spotlight on a man – a lawyer – who was overcharged for a train ticket in India. He chose to fight it. After 100 court hearings and 22 YEARS, he won. He was awarded the outstanding amount, a $188 fine plus interest, and the satisfaction of having been proven right. He said …
You’re Invited Elevated Retirement Group Client Appreciation Golf Outing 8:30 am Shotgun Start on Friday, September 9th, 2022 Stone Mountain Golf Course 1247 E. Mike Weir Dr. Draper, UT 84020 Please RSVP by September 6th by calling (801) 639-0095. Closest to the pin and raffle prizes awarded!
Elevated Retirement Group is participating in the Alzheimer’s Association Walk to End Alzheimer’s® and fundraising for Alzheimer’s care, support, and research. Please consider supporting us in the fight to #ENDALZ by making a donation on our fundraising page or by signing up to participate in the walk itself, which will take place Saturday, September 24th at Rio Tinto Stadium. Every …
Whether you’re a baseball fan or not, you may have heard that over the last few years, a number of serious injuries occurred during Major League Baseball games when fans were struck by foul balls. One incident resulted in the death of a 79-year-old woman and another fractured the skull of a 2-year-old girl. Either incident should result in dramatic …
It’s the most wonderful time of the year: baseball season! Summer is sizzling! The kids have been out of school for a few weeks now, so we’re trying to make the most of these fleeting summer days. Our family kicked off our summer with a trip to Pensacola, Florida with Erika’s family. We rented a little condo on the beach …
When you book a flight from Kansas City to Detroit, it’s well known that you’d best book the trip as early as possible to get the lowest fare. For if you have an emergency and have to book a flight the night before your trip, then it may be best to just cover your eyes when clicking ‘Purchase’ because it’s …
“We’ll retire when the 401(k) hits a million.” Or $500,000, or $5,000,000. It’s not uncommon at all for people to set financial goals like these that are very clear and very exciting. After all, what’s unclear about getting to a certain dollar amount in savings? And while I applaud these goals and will cheer for you as you work toward …
A confluence of forces is about to occur that may result in a decision to be made by aspiring and current retirees, like you. I could be wrong, but I think the confluence includes a nervous, teetering stock market, a ramping-up of marketing efforts by some ambitious financial advisors due to COVID fears subsiding, and your love of a free …
