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Welcome to the Team: Patty Kimbrell

In Articles, Articles: Kansas City Office, Fall 2022, Team Spotlights by Scott Dougan

Newest Team Member! Patty Kimbrell. Patty is the welcoming voice you will hear when you call and the face you will see when you walk in the office.  Patty has over 30 years Human Resources experience, primarily in the recruiting role. Her work experience, dedication and composure, make her an excellent Office Manager for the firm.  She was born and …

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Fall Festival

In Articles, Articles: Kansas City Office, Community Involvement, Fall 2022 by Scott Dougan

We’re looking forward to seeing you on Thursday, October 20th.  Proceeds from the evening benefit CASA of Johnson & Wyandotte Counties.  Visit online to get a peek at some our auction items or register for the event: https://bit.ly/ergfallfest We’ve set our goal @ $50,000 to help local children who have experienced abuse and neglect. We’re sure we can do it …

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Back to the Basics: Financial Decision Making a Four-Year-Old Would Approve Of

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2022, SLC Fall 2022 by Scott Dougan

I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but lack something critical: a clear purpose. In the busy-ness of daily life, we act on instinct and sometimes in haste. I do it and I suspect you do too. It’s …

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Briefcase Study: The One Word Retirement Plan

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2022, SLC Fall 2022 by Scott Dougan

Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …

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Save the Date: Fall Festival

In Articles, Articles: Kansas City Office, Community Involvement, Summer 2022 by Scott Dougan

We look forward to seeing you on Thursday, October 22nd for the 2022 Fall Festival Raffle and Silent Auction at The Lodge at Ironwoods. Proceeds benefit CASA of Johnson & Wyandotte Counties Thursday, October 22nd Lodge At Ironwoods 147th & Mission Rd, Leawood, KS Silent Auction  –  Raffle  –  LIVE Entertainment Wine Pull  –  Dinner, Drinks & Dancing  Previous & …

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Briefcase Study: Breakthrough in a Box

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2022, Summer 2022 by Scott Dougan

When an Amazon box arrives at the front door, it’s an exciting moment. Is it…for me? Boy, I sure hope so (having forgotten what I may have ordered in the first place). Generally, the thing in that box is the result of a decision process that was either minutes long or one that took months of research. Either way, taking …

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Back to the Basics: Proof and Belief

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2022, Summer 2022 by Scott Dougan

Money and Markets  Beware: I’m going to get existential for a moment. I’ll be quick about it. Beginning in 2007 and through 2009, I found myself having a particular conversation about money with a lot of people. What started as a discussion of the happenings in the markets and economy became a journey into the historical role of gold and …

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Briefcase Study: How Low Can You Go?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2022, Spring 2022 by Scott Dougan

Reduced Stress Through Rehearsed Austerity  A recent client review meeting reminded me that money can be stressful. This is a statement so obvious that it seems silly to write it out, but there it is. It can stress me out, and I’ll bet you feel it from time-to-time as well. While I won’t suggest that money’s emotional and intellectual burdens …

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Back to the Basics: Inflation’s Effects on Your Retirement

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2022, Spring 2022 by Scott Dougan

The headlines are screaming, and the data is real: inflation is on the rise. In fact, we’re seeing higher rates of inflation now than we’ve seen in 40 years.  Prices are going up and that can be a very scary reality for retirees. But how does that actually impact you? If you’re retired now or planning to retire soon, what …