Back to the Basics: Converting Retirement Savings into Reliable Retirement Income
Retirement planning isn’t about betting on a single investment or hoping a market rally will carry you through. It’s about designing a durable plan that converts your savings into steady, dependable income so you can live your best years with confidence. Here’s a practical framework to achieve that without guessing. 1. Start with a clear income target Begin by translating …
Briefcase Study: Puzzle Pieces
“Barb hates this stuff.” Roger has been the “long-term investments manager” in their marriage for many years, decades in fact. While his wife, Barb, has been masterfully managing the checkbook, credit cards, and other day-to-day financial matters for the duration of their marriage, she has never enjoyed sitting down to talk investments. As a result, getting on the same page …
A Simple Habit That Could Save You Thousands
A longtime client, Tricia, recently reached out after a conversation with a friend and shared an important retirement planning tip she felt more people should be aware of. We share it with you here. As many of us settle into what may be our “forever home,” it’s easy to overlook an important financial detail: keeping records of home improvements. Whether …
Harvesters Update
Elevated Retirement Group hosted a volunteer event at Harvesters Community Food Network on Friday, March 6th, bringing together 25 clients, friends, and staff members. The group assembled 1,350 BackSnack meal bags, totaling 3,462 pounds of food. Harvesters BackSnack program, provides a weekly backpack of nutritious, child-friendly food to elementary and some middle school students for use over the weekend. The …
Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many people, including those nearing or in retirement, that nudge isn’t just about changing curtains or mulching flower beds; it’s about rethinking one of life’s largest financial and emotional commitments: where we call home in retirement. In my experience, the most …
Back to the Basics: Taxes: The Illusion You Can’t Afford
When a magician yanks a rabbit from a hat, we instinctively know the truth: it isn’t magic. It’s misdirection. It’s sleight of hand, a well-timed pivot that draws your attention to one spot while the real trick unfolds elsewhere. That same maneuver shows up in your financial life. We tend to fix our gaze on the obvious: investment returns, coupons, …
A Season of Celebration and Giving
Our annual Christmas Party was a wonderful way to close out the year, and it was truly great to see so many familiar faces gathered together. We appreciate everyone who took the time to join us—it’s moments like these that remind us how special our community is. In the spirit of giving, we were also proud to partner with you …
Advisor Milestone
We are excited to share that our newest advisor, Cooper Parry, has officially completed his CFP® certification. The Certified Financial Planner™ designation is widely recognized as the gold standard in financial planning and reflects a deep commitment to technical expertise, ethical standards, and putting clients’ best interests first. Cooper’s achievement further strengthens our team and enhances the level of guidance …
Our Team is Expanding
In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and daddy are all doing great.
