For years, I’ve been on a quest to determine the optimum set of inputs to design the ideal retirement plan. And while the topic of formulas may not appeal to you, I hope you’re somewhat comforted that it does hold some appeal for me, a retirement planning guy. I’ve thought much about the ideal blend of guaranteed income sources, risk-based …
Years ago, when I first began in this business of money stuff, I had it in my head and in my heart that I wanted to help people budget better in an effort to save more money for long-term goals. After all, that’s the subject that attracted me to this business in the first place. My wife and I had …
Give yourself a financial checkup today to see if you’re doing all that you can to have a healthy and happy retirement. Here are eight tactics to help boost your bottom line. As the world moves into yet another year of dealing with the persistent coronavirus pandemic, we’re all still struggling to wrap our minds around the many challenges we …
We need to talk about the stock market for just a bit. And before some of you tune me out because investments aren’t your thing, at least read far enough that you learn a new term with which to impress your friends. Because not only do I want you to win financially, I also want you to have a strong …
I’m not going to suggest that being unaware of Bitcoin’s recent craze points to one’s under-rock living situation…but it’s close. The digital cryptocurrency’s meteoric rise in ‘value’ has lead many people to wonder, “Did I miss out on millions?” While the answer is likely a yes, it may be wise to learn a bit more about Bitcoin before calling it …
Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent one of the single largest items of value a person owns. But since we live in our homes, must maintain them, and constantly reinvest in them, the question for us non-Silicon Valley homeowners sometimes arises, “Is my home really an …
In 2020, Elevated Retirement Group shifted our charitable focus to our own backyard by teaming up with the Utah Food Bank. Before the pandemic, the Utah Food Bank was distributing about 2 million pounds of food a month. That need has increased to 6 million pounds per month – a 300% jump. Because most shelters and food banks can’t offer …
It is with great sadness that we reflect on some of the wonderful friends we lost this year. All of us at Elevated Retirement Group cherish our relationships with you as the highest purpose for our work. When we lose one of you, it affects us deeply. We hope you’ll join us in sharing our condolences with the families affected …
Many of you already know Scott, but you may not know these fun facts: Scott was born in 1973 in Topeka, Kansas. He is the oldest of three siblings. Scott met his wife, Jennifer, in Las Vegas, NV at a mutual friend’s birthday party. He loves to cook and almost went to culinary school before starting his career as a …
There’s an exciting new movement among young professionals who aspire to retire from their careers early … very early. Called the FIRE Movement – or Financial Independence Retire Early – these folks are taking advantage of their high salaries and extremely frugal lifestyles to stockpile enough invested wealth to afford a retirement beginning in their 40s, and for many, in …
