There’s one thing I can report that I’m NOT hearing from newer retires: that it’s awful. That’s right. Not a single time have I heard someone say they’re loathing their ability to be a person of the retired class. Instead, newer retirees share stories of travel, time spent with family, projects they’ve considered getting around to doing on the house, …
Back in May, our goal was to get back to conducting in-person meetings here at the office starting June 1st. At the time, Salt Lake County was entering the Yellow phase of the pandemic and the restrictions were starting to ease a bit. Fast forward to mid-July and we are seeing case counts on the rise, discussions of closing certain …
Carpenters and bakers know the pain, but have simply embraced it. “Because we’ve always done it this way” means we should keep doing it this way, or so the story goes. In the 1970s there was a movement to eradicate this pain, but it just didn’t stick. The metric system, they said, just wasn’t going to provide enough benefits to …
If a Tree Falls In the Woods, and Other Election Year Thoughts During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what should we be doing about our investments?” Here we are, in the midst of a presidential election season, and we’re all searching for answers. People are asking themselves, …
ELEVATED INSIDER As America does its best to see itself out of this pandemic, we’re all being reminded that so much of what we treasure is based on relationships. The very thing that makes this experience so trying is the ‘social distancing’ part of it. Of course, the risk of health issues and financial challenges can have tremendous impact on …
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 …
Katie Murray, Office Manager Please welcome our newest team member Katie Murray. Katie will be the friendly voice you’ll hear when you call the office and the bright & cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in …
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I think back to January – or even March – it seems like years ago. We’ve faced and overcome challenges we never thought possible. I hope we can all say we’re a little stronger, a little more flexible that we once …
Anytime a person utters the phrase, “This time it’s different” I get a little skeptical. I’ll bet you do too. It seems that being alive for at least a few decades leads us to believe that we’ve seen it all before, there’s nothing new under the sun. This is likely why kids are so fun to be around, because it’s …
A good friend woke up one day with the fire in his belly to get his financial life moving forward in a big way. Paying off old debts, setting aside savings, and making some tax-wise moves hit his radar screen in a big way. He was, and is, urgent about it. I couldn’t be happier for him and his young …
