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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 …

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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 …

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Fall Festival

In Articles, Articles: Kansas City Office, 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 …

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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 …

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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 …

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Is Catching A Foul Ball Worth It?

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

Whether you’re a baseball fan or not, you may have heard that over the last few years, a number of serious injuries occurred during Major League Baseball games when fans were struck by foul balls. One incident resulted in the death of a 79-year-old woman and another fractured the skull of a 2-year-old girl. Either incident should result in dramatic …