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Report: Planning for Your Retirement

In Retirement, Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of …

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27 Retirement Risks: Which Is (Arguably) Most Damaging

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

Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks are. This recognition allows us to begin hedging against risks as best we can, through prudent planning. Before we get started, we must first agree on the desired outcome of …

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Back to the Basics: Seven Factors in Determining Retirement Age

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Retirement, SLC Summer 2019, Summer 2019 by Scott Dougan

Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’ a litany of decisions arise that must be carefully …

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Report: Proactive Retirement Planning

In Retirement, Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President. With strong bipartisan support and the Senate already considering changes for retirement plans, industry expert Bob Keebler (CPA, MST of …