Sharley Hartley Financial Paraplanner Sharley grew up in Utah enjoying all of the many things it has to offer. She studied Psychology and Criminal Justice before realizing the financial world is where she wants to be. After obtaining her Series 7 and 63 and working as a broker she decided to get into financial planning. When out of the office …
Aisha Bair Director of Client Services Aisha came from a small mountainous town called Bend, Oregon. She went to SUU for Business Management and is working on her degree. She and her husband, Andrew, have a daughter named Maya. They love to bake and cook as a family. Aisha enjoys teaching Maya how to sing and play piano as well …
ELEVATED INSIDER Spring is in the air. Flowers are blooming, trees are budding, birds are chirping….and someone just yelled, “Play ball!” It’s baseball season – my favorite time of year. And I’m lucky enough to have a son who loves the game as much as I do. I’m coaching his Pee Wee baseball team again this year and we’re having …
I did a radio show interview a few years ago and the host of the show asked me, “What’s one piece of advice you’d offer retirees who are concerned about planning their retirement?” It’s a fair question but admittedly difficult to answer in an era of sound bites. In an interview like that, I’m thinking about what the perfect answer …
We are so proud of our clients, family and friends that donated most needed items for our food drive and those that were able to participate in the Child Feeding BackSnack Program this past Saturday at Harvesters. We had a little over 40 folks who worked four assembly lines and put together approximately 3135 backpacks filled with nutritious, child-friendly foods …
In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool to the toolbox, I read further. What the article was sharing was a strategy that isn’t ‘New’, but it’s one that we’ve been using since the day Elevated Retirement Group’s …
Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot of sense, both financially and psychologically. In a recent meeting, we not only discussed this but put a plan together that was well received by the family, so we thought …
ELEVATED INSIDER Here we are ushering in another spring, a new season ripe with opportunities. For whatever reason, this is the time of year when I look ahead and do my clearest thinking. It’s in these moments when I ask myself, “What lies ahead for me and for us?” And it’s a question that I hope you’re asking for yourself. …
Car buyers use them and so do people shopping for appliances. The buyer’s guide can be an extremely valuable resource for the person who wishes to compare and contrast the options available to them. But what about retirement plans? Is it possible to test-drive various options for converting one’s nest egg into an income for life? While I’m not aware …
I recently had the pleasure of teaching two classes called ‘Your Retirement And Taxes.’ In the classes, we sought to deepen our understanding of how our tax system works as it pertains to investments and income sources, as well as consider some strategies available to a retiree to pay only their fair share of taxes during retirement. While the subject …
