ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to school August – this year our son, Michael, is in 2nd grade and our daughter, Coraline, is in 5th grade (her last year in elementary school). After playing in both spring and summer leagues, Michael has put baseball on the …
Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of …
Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. The Dow Jones Industrial Average (DJIA) enjoyed its largest June gain since 1938 and the S&P 500 experienced its best first half in two decades. (Source: CNBC.com 6/28/2019) Concerns of an …
Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. The Dow Jones Industrial Average (DJIA) enjoyed its largest June gain since 1938 and the S&P 500 experienced its best first half in two decades. (Source: CNBC.com 6/28/2019) Concerns of an …
Almost every time I write a nursing home-related piece, I receive a comment or three that sounds something like this: “Is there a way to plan so that I don’t ever have to set foot in a nursing home? It’s that smell!” Before I address the underlying question, allow me to share your concern. I get it. There is a certain …
Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks are. This recognition allows us to begin hedging against risks as best we can, through prudent planning. Before we get started, we must first agree on the desired outcome of …
This year’s Rise Against Hunger® meal packing event was another huge success! We were able to pack 20,000 meals in about an hour and a half, which was record time not only for us, but it was the quickest time the rep from Rise Against Hunger® has ever been part of. We definitely couldn’t do this event without the help …
Liz Kirkby Client Relationship Manager Liz is a native Utah girl, although she has spent many years living in California and Nevada as well. She received her Bachelors in Math Education from BYU and is currently working on a Masters in Management and Leadership. Liz currently lives in Saratoga Spring and has 6 children. She enjoys singing karaoke, eating chocolate, …
Holly Smith Office Manager Holly is from Utah and Idaho and calls both of them home. She is married to Brady and they have 3 sons, 1 daughter in law, and 2 perfect grandkids. Holly’s favorite nick name is Nana, of course. Holly and her family love the outdoors and are always planning the next road trip, which usually involves …
ELEVATED INSIDER It’s a running joke in our office that I can’t resist an opportunity to talk about how much I love summer. Therefore, I won’t tell you how much I love summer. I just won’t do it here. That said, here we are. As I sit down to gather my thoughts I’m reminded of a few obvious realities: life …
