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Timing Your Retirement and Remaining Retired

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office 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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Who Is Really Winning At Retirement?

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

I’d like to share a few important discoveries that we’ve made in our business. This list is actually pretty insightful because it’s one that our clients helped us assemble. Those who invest the most in their planning reap the greatest rewards. People who regret financial decisions can usually point to not having enough information about the decision. Typically, this results from …

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Fall Festival: Viva Las Vegas

In Articles, Articles: Kansas City Office, Community Involvement, Fall 2024 by Scott Dougan

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 …

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Chiefs Kingdom

In Articles: Kansas City Office, Fall 2024, Team Spotlights by Scott Dougan

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.

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NEW BOOK!

In Articles, Articles: Kansas City Office, Fall 2024 by Scott Dougan

Exceptional Retirement by Scott Dougan, RFC Having the right decision-making process is crucial to achieving exceptional results. To secure a truly successful retirement, timing is everything. In Exceptional Retirement, Scott Dougan reveals the Four Questions All Retirees Ask—answers that are essential for anyone navigating their financial future. The decisions you make today will define your tomorrow. Can you afford to …

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Back to the Basics: Retire Your Debts Before Retirement?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2024, SLC Fall 2024 by Scott Dougan

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 …

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Briefcase Study: Pairing Retirement Needs with Retirement Assets

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2024, SLC Fall 2024 by Scott Dougan

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 …

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2024 Fall Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

As we begin to fall back into our fall routines, the summer weather fills our rearview mirrors. The shorts get put away and we feel that cozy comfort that comes from putting on our favorite sweater, fleece, or sweatpants. Colors begin to turn, priorities shift, and we try to not look too far ahead to winter, but just enjoy the …

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Long Term Care Discussions: Painful yet Necessary

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

We might as well hold these meetings in a dentist’s chair, without the anesthesia. It’s just the worst. At least when you visit the dentist, you leave with that squeaky-clean feeling and a few samples of floss (that you may or may not use). When we have a sit-down discussion about paying for long term care – nursing care – …