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Back to the Basics: Two Ways To Estimate Retirement Expenses; One Fast, One Slow

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2020, Summer 2020, Tax Planning by Scott Dougan

Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your lifestyle conforms naturally to your desires and needs, as they shift with your health and interests. Thus your accumulated assets should provide you with enough income (flow in) to match …

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Back To Normal. Right?

In Articles, Articles: Kansas City Office by Scott Dougan

Have you ever known a couple who breaks up after a long relationship, then reconciles again? It’s a huge sigh of relief for all of those who know them because, after all, they’re meant to be together. And while this looks and feels great from the outside, it’s complicated for the couple. They now appreciate one another more than ever, …

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Forecasting the Weather and Pending Economic Collapse

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

Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the seasons, you could do pretty well suggesting a mix of warm clothes for winter and cool clothes for summer. However, naming the exact day when a 70-degree day interrupts the 40-degree days of early spring would prove very difficult. If …