Daniel Allgaier, Financial Planner Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020. Daniel and his wife, Raina, …
Join Us. Plan for Your Retirement Today. Our two-session course will give you the tools, knowledge and confidence you need to plan a secure retirement. During this course, you will: • Discover how much money you will need to retire • Discuss Social Security claiming strategies • Learn how to avoid the 10 biggest retirement planning mistakes • Review strategies …
ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also focusing on our goals for the future. 2019 brought a lot of blessings, both professionally and personally. Our Elevated Retirement Group team grew from seven to 14 in just 12 months. But this also included saying goodbye to some of …
What Steps Can You Take To Protect Yourself and Your Loved Ones? On December 19th, Congress passed a spending bill that includes seismic changes to IRAs and retirement plans. The SECURE Act will reshape how IRAs are handled both during life and after death, creating an enormous tax impact for families who don’t plan ahead. Congress and the President have …
We are so thankful for the support we received at the 2019 fall festival. Not only did we have an opportunity to enjoy your company, great food provided by Charbar; really good beer from Boulevard Brewing Company… we also raised $12,015.00 to help grant the wish of a child diagnosed with a critical illness. In the United States and its …
Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas City, where she studied Business with emphasis in Entrepreneurship, Marketing, and Psychology. When not working Julia spends her time running around with her thirteen year old step-son, Jonathon, and two rescue dogs, Rocky & Rosie. She enjoys gardening, playing golf …
A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement from your company, school, or municipality. You’ll see options such as Single Life Annuity, 50% Joint & Survivor Annuity, or Partial Lump Sum Option (PLOP). All of these options can …
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle will cost into retirement allows you to determine whether the nest egg you’ve accumulated will go the distance. When we approach this subject with aspiring retirees, we’re often met with …
ELEVATED INSIDER Making Time Tangible Here we are. It’s the start of another year, it’s all anew again. I think the year 2020 sounds like science fiction; when you think back to when you were younger, could you even imagine living in the year 2020? Maybe you’re like me and find yourself meeting this new year with a combination of …
SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by Congress in December 2019. This legislation is effective as of January 1, 2020. The law does the following: Top 3 items to know for individuals: 1. Allow taxpayers of any age to make traditional IRA contributions – Currently, anyone that …
