The Cure for Retirement Anxiety: Replace the Unknown with a Plan
“Into the great unknown.” It’s a phrase that makes for an excellent sci-fi tagline, but not such a comforting way to describe your retirement. After three or four decades of working, saving, and planning, it can feel downright unsettling to step away from a paycheck and into a future that might last just as long as your career. When you …
The Hidden Cost of Debt: When ‘More’ Steals Your Freedom
If you’ve been watching the financial headlines lately, you’ve probably noticed how quickly things have changed. Inflation has driven prices up, interest rates have climbed, and borrowing money – once almost painless – has suddenly become expensive again. For years, cheap debt made it easy to justify ‘buy now, pay later’. Low interest rates softened the sting of financing cars, …
‘The Market’ Isn’t Your Portfolio
Ever been to a family reunion and thought, “I can’t possibly be related to these people?” You may look like them, but you know you’re different. Yet, if a stranger walked by, they’d assume you’re all cut from the same cloth. That, in a nutshell, is how investors often relate to ‘the market’. People see headlines about how ‘the market’ is …
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, …
2026 Spring Newsletter: Kansas City
As we ease into Spring… There’s a sense of renewal in the air, the kind that invites a fresh look at how we steward the years ahead. The blossoms aren’t the only things waking up this season. Our world continues to hold a fair amount of uncertainty: conflict in the Middle East. markets shifting in response, policy debates shaping outcomes, …
Who Goes First? Planning for the Inevitable (Without Losing Sleep Over It)
When I first saw these statistics, they nearly knocked me over: 80% of men die married. 80% of women die single. 80% of centenarians are women. No matter how you look at it, those numbers tell a sobering story. Ladies, you’re statistically likely to outlive your husband. Gentlemen, you’re statistically likely to hand over the reins and the household bills …
Can Money Buy Happiness? Maybe Not, But a Family Legacy Can
“Money Does Buy Happiness, New Study Says.” Headlines like that always make us pause. The study in question tried to answer a timeless question: Does more money really make us happier, or does the effect level off after a certain point? Researchers found that, yes, happiness tends to rise with income, but only up to a point. But other studies suggest …

