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 …
Congratulations to a member of our team, Nic Ceballos, as he will be continuing his college education and football pursuits at Utah Tech University! Nic’s commitment, perseverance, resilience, and hard work has landed him an opportunity to fulfill his dream of being a D1 collegiate student athlete. Nic spent this past year as a marketing intern for Elevated Retirement Group. …
Our annual Christmas Party was a wonderful way to close out the year, and it was truly great to see so many familiar faces gathered together. We appreciate everyone who took the time to join us—it’s moments like these that remind us how special our community is. In the spirit of giving, we were also proud to partner with you …
We are excited to share that our newest advisor, Cooper Parry, has officially completed his CFP® certification. The Certified Financial Planner™ designation is widely recognized as the gold standard in financial planning and reflects a deep commitment to technical expertise, ethical standards, and putting clients’ best interests first. Cooper’s achievement further strengthens our team and enhances the level of guidance …
In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
