View Post

Team Spotlight: Kathleen Sherman

In Articles, Articles: Kansas City Office, Fall 2021, Team Spotlights by Scott Dougan

Kathleen Sherman Elevated Retirement Group Event Coordinator 3 years, 7 months WHAT I LOVE ABOUT MY JOB: I love my opportunities to help grow ERG through partnering well matched pre-retirees with Scott and his advisors, as well as, developing relationships with major corporations locally and nationally in helping them provide financial literacy to their employees through education and retirement planning. …

View Post

Back to the Basics: Return Policy

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2021, SLC Fall 2021 by Scott Dougan

As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A pair of pants bought from a website, without trying them on first, is something that would have seemed insane 25 years ago. Will they even fit? I recall the back-to-school ritual of trying on jeans while seeking Mom’s approval (since …

View Post

Briefcase Study: Now That I’m Retired

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2021, SLC Fall 2021 by Scott Dougan

“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!”  “How’s retirement treating you?” – I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a dollar for each time I’ve heard something to this effect, I’d be …

View Post

2021 Summer Newsletter: Kansas City

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

We did it. With the mask mandates being lifted, and vaccinations on the rise, we’re headed into summer of 2021 with full faces and full hearts.  The last year-and-a-half has tested us on so many levels. Fortunately, we can begin to discuss this in past tense, and I couldn’t be happier. I only hope that the perspectives that we gained …

View Post

Briefcase Study: House Fever

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2021, Summer 2021 by Scott Dougan

Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’. There’s no questioning the fact that a home is a critical piece of our lifestyle and identify. Where we live has a lot to do with whom we associate and spend time as well as how we perceive our standing …

View Post

Team Spotlight: Jacque Hayes

In Articles, Articles: Kansas City Office, Summer 2021, Team Spotlights by Scott Dougan

Fun Facts About Jacque Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers and touching something before handing it to you. Favorite vacation spot? Toss up between Mexico for relaxation and Disney for family fun! What was the first concert you attended? Lyte Funkie Ones (LFO) Cats or Dogs? Dogs My favorite candy …

View Post

Back to the Basics: The Choice Challenge In Retirement

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2021, Summer 2021 by Scott Dougan

The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d say it’s choice. I suppose it’s like declaring that freedom is good. The very ability to make choices with our time, money, relationships, careers…these all make life so much richer than the alternative, having few choices. An uncluttered view of …

View Post

2021 Summer Newsletter: Salt Lake City

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

The dog days of summer are here.  We just wrapped up the baseball season for my son, Michael, and his nine-year-old team of little leaguers. As you do in Utah, we started the season battling snow, rain and cold temps only to end the season scrambling for shade, dousing each other in sunscreen and praying a cloud would hover above …