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 …
Team Corner
Welcome Cynthia Choe Seymour Cynthia’s organizational abilities and attention to detail make her the ideal candidate for our Marketing Director. She enjoys learning new software programs and increasing her knowledge in the marketing field. Cynthia comes from a multicultural family with roots in the East and Far East. Her dad is from the Bahamas, and his mother is from Boston; …
Back to the Basics: Tax Planning Opportunities for Retirees
Most people probably don’t consider this, but the single largest expense every year for a successful retiree isn’t putting fuel in the RV or even medical costs; it’s taxes. Between property, sales, and income taxes, the numbers can get pretty big pretty fast. Given this sneaky financial reality, tax planning has become an essential part of retirement planning because it …
Briefcase Study: A Hybrid Retirement
When shopping for a new car, buyers are now faced with many more choices than whether to get the blue one or the silver one. Choosing among powertrain options has made the process much more intellectual and even political. While some may choose a traditional gas-powered engine, others opt for the chance to go all electric. But for some, the …
How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older. What comes to mind when you hear the term “retirement planning”? Most people think of investments, Social Security, health insurance, tax strategies and other money-related issues. These pieces are all a big …
