Meet Maximus Dougan
Scott and Jennifer rescued this little cutie from KC Pet Project the past November. Max is a 5-month old Rhodesian Ridgeback. This breeds’ temperament is dignified, mischievous, intelligent, loyal, sensitive and strong-willed. We can agree that he’s all these adjectives!
Team Corner
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.!
Briefcase Study: Do you make New Year’s Resolutions?
Do you make New Year’s Resolutions? Do you also keep New Year’s Resolutions? I’m not a big resolutions guy, but I’m happy to hear from others who’ve had a resolution actually stick. A friend of mine started a resolution to floss his teeth daily starting on January 1st, 2012, and hasn’t missed a day since. When you read this, assuming …
Back to the Basics: New Year Reflection
New Year Reflection: The Mexican Fisherman and the American Businessman As we embark on another year, it’s natural to think about our goals and ambitions—working harder, saving more, and striving for greater ‘success’. But amidst this drive, it’s worth pausing to reflect on what we truly want out of life. One story that captures this sentiment beautifully is the parable …
Five Tax Strategies to Help Your Money Last in Retirement
The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just about reducing today’s tax bill — it’s about ensuring that your hard-earned money lasts longer and that you can draw from your assets efficiently. By applying a logical, data-driven approach, you can create a retirement tax strategy that maximizes your income and …
Fall Festival: Viva Las Vegas
You’re Invited: Fall Festival You and a guest are cordially invited to our annual Fall Festival – Viva Las Vegas Style! Wear your favorite Elvis gear or an outfit from the classic film – Viva Las Vegas! Thurs, October 24th 6:00-9:00pm Meadowbrook Clubhouse 9101 Nall Avenue Prairie Village, KS 66207 Entertainment: Victor Trevino, Jr The World’s Best Elvis Tribute Artist …
Chiefs Kingdom
Here’s the Elevated Retirement Group team showing support for The Kansas City Chiefs. Our team proudly sporting red and gold gear while celebrating a shared passion for football. Together, we embody the Chiefs’ winning mentality, bringing that same energy and teamwork into everything we do.
Back to the Basics: Retire Your Debts Before Retirement?
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 …
Briefcase Study: Pairing Retirement Needs with Retirement Assets
Years ago, I was asked a very specific question by a curious friend: “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 without going into a long speech that may be more than he was bargaining for. I shared a number of thoughts, but here’s …
CASA Back to Basics Drive
This summer, support CASA’s efforts to provide every child we serve with the resources needed thrive by participating in our Back-to-Basics Drive. Items such as undergarments, hygiene items, and hair care products will be collected given CASA children from across community. Donation Drop Off Location 5200 W 94th Terrace, Suite 208 Prairie Village, KS 66207 Donations are accepted June 20 …
