View Post

Insurance Isn’t For The ‘Average’

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

There’s so much discussion of insurance these days, with politicians on both sides engaged in battle over what’s best for the ‘average American.’ Of course, the result of this debate is often gridlock, the result of competing worldviews. Most people can agree, however, that the system we’re in has significant flaws, with no easy answers to fix them. What’s fascinating …

View Post

Inheritance: Is Education The Modern-Era Farm?

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

As the cost of college rises, and careers become more high-tech, there’s a growing sense among many families with young children that the very thing their kids will need – college – is the very thing that’s becoming unattainable. There are horror stories about the debt loads that college graduates are carrying as they take their first steps into adult …

View Post

Welcome to the Team: Patty Kimbrell

In Articles, Articles: Kansas City Office, Fall 2022, Team Spotlights by Scott Dougan

Newest Team Member! Patty Kimbrell. Patty is the welcoming voice you will hear when you call and the face you will see when you walk in the office.  Patty has over 30 years Human Resources experience, primarily in the recruiting role. Her work experience, dedication and composure, make her an excellent Office Manager for the firm.  She was born and …

View Post

Fall Festival

In Articles, Articles: Kansas City Office, Community Involvement, Fall 2022 by Scott Dougan

We’re looking forward to seeing you on Thursday, October 20th.  Proceeds from the evening benefit CASA of Johnson & Wyandotte Counties.  Visit online to get a peek at some our auction items or register for the event: https://bit.ly/ergfallfest We’ve set our goal @ $50,000 to help local children who have experienced abuse and neglect. We’re sure we can do it …

View Post

Back to the Basics: Financial Decision Making a Four-Year-Old Would Approve Of

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2022, SLC Fall 2022 by Scott Dougan

I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but lack something critical: a clear purpose. In the busy-ness of daily life, we act on instinct and sometimes in haste. I do it and I suspect you do too. It’s …

View Post

Briefcase Study: The One Word Retirement Plan

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2022, SLC Fall 2022 by Scott Dougan

Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …

View Post

2022 Fall Newsletter: Kansas City

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

A recent article in The Guardian put the spotlight on a man – a lawyer – who was overcharged for a train ticket in India. He chose to fight it.  After 100 court hearings and 22 YEARS, he won. He was awarded the outstanding amount, a $188 fine plus interest, and the satisfaction of having been proven right. He said …