ELEVATED INSIDER As a kid I longed for summer – no school, no homework, no set schedules. Just long days full of sunshine and games with friends. Now, as a parent, summer seems to be one of the busiest times of the year! My wife, Erika, and I like to take advantage of the kids break from school and fill …
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best to begin receiving Social Security benefits at age 62 or wait until age 66 and 6 months, their Full Retirement Age (FRA) with Social Security. I was reminded how important …
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’ a litany of decisions arise that must be carefully …
The 2019 Fall Festival will be held on Tuesday, October 29. Please update your calendars.
Thank you again for helping make Connor’s wish to go on a DISNEY CRUISE possible. We couldn’t have done it without your donations, silent auction purchases, raffle participation. We’re looking forward to reaching our goal of $10,000.00 in October.
There’s a great expression that goes something like this: 84% of statistics are made up on the spot. See what happened there? We’ll often see statistics being used for persuasive purposes, but what if there’s more to most stats than meets the eye. What if the story being sold isn’t the real story at all? What’s more, how often are …
A friend’s grandmother, Mary, recently passed away at the age of 99. A kind, service-oriented woman who packed two lifetimes into her one, she exemplified what it means to have lived a good life. It’s clear that she served others, and living to 99 required that she also be served. If there’s any doubt that love is action, you should …
The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President. With strong bipartisan support and the Senate already considering changes for retirement plans, industry expert Bob Keebler (CPA, MST of …
This may feel like an old, well-worn topic, but please bear with me; I hope to present a new twist. Diversification is a time-tested way for investors to manage the inherent risks of investing by owning lots of different kinds of assets. Diversification takes many forms, but often looks like this example: owning 60% of a portfolio in stocks and …
Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes, and you’ll be fine. It sounds so simple, and it is. Similarly, eat fewer calories than you burn, exercise regularly, avoid running red lights in your car, and you’ll be fine. It sounds so simple, and yet it’s not. Why? …
