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Briefcase Study: Replacing Paychecks with Retirement Income

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2025, Spring 2025 by Scott Dougan

What happens if you stop working for money next year? As people approach retirement, they often run a series of calculations in their heads to determine the right timing. While financial variables play a significant role, non-financial considerations also come into play. Questions such as whether they are truly ready to lose the structure of a workplace or how they …

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2025 Spring Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness. But as nature blooms, so too does a new political season, stirring emotions that range from joy to fear. Are we entering a political and economic springtime, or is this something else? Are we pulling weeds to make room for …

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Financially, When is Enough, Enough?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

Ever wonder how much money it would take for you to feel totally safe and free from financial stress? Take a moment and think about it – what’s your number? Got it? In a number of big studies, researchers asked people the exact same question. The results were stunning, if not saddening. Regardless of the participants’ level of wealth, the …

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Client Corner: Let’s Explore

In Articles, Articles: Salt Lake City Office, SLC Winter 2025 by Scott Dougan

We have been successful business owners, entrepreneurs, and adventure-driven people who love exploring and pioneering. Even though retired, we still pursue these avenues for a gratifying life. We love traveling, especially to beautiful mountainous areas. Together, we enjoy hiking, camping, snowshoeing, and Nordic skiing, while Bob also loves Alpine skiing and golf. Bob’s corporate career with a large public corporation …

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2025 Winter Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office by Scott Dougan

As is our style, my family hit the ground running in 2025. With both kids basically in year-round sports, we took advantage of the short break around the holidays to relax together in St. George – sleeping in was required. It was a much-needed recharge, but we’re happy to be back at home in a routine, as busy as it …

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Team Corner

In Articles: Kansas City Office, Team Spotlights, Winter 2025 by Scott Dougan

Congratulations to O.J. Allen, CFP® O.J. recently passed the CFP® certification examination and met all requirements to earn this designation. We are proud to recognize this significant accomplishment and O.J.’s hard work, determination and dedication. The CFP® designation is the highest standard of excellence in the field of personal financial planning. Cheers to O.J.!