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Fall Festival Thank You and Save the Dates

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

Thank you for attending and/or participating in the Fall Festival! We thought the Luau, Hawaiian dancer and Comedian, Michael Saccone, were a hit. All the raffle/auction items were generously donated by companies in our neighborhood. Some of our wonderful clients donated items as well. We can’t thank them enough. We raised $18,489.35 for CASAJWC. These funds directly benefit children who …

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Team Corner

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

Welcome to the Team Joe Wild, Paraplanner Joe graduated from Kansas State University in 2019 with a degree in History. He previously worked in the life insurance industry as well as in the banking industry. Joe prides himself on his ability to build strong personal relationships with clients to help them feel confident in their financial decisions. In his free …

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Can You Make Retirement Planning…Easier?

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

We often talk about building a retirement plan that allows you to sleep well at night, free from the worry of the markets, economy, and scary headlines. And while this will continue to be our goal as retirement planning professionals, what about actual sleep habits? If you’ve ever been to leadership training, you know that’s where you’ll find some of …

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Back to the Basics: Ways To Maintain Or Improve Your Lifestyle In Retirement

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

Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to dream about the future like they haven’t in years. While this new phase of life can be deeply satisfying, it can also result in new and unique fears. Retiring at …

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Briefcase Study: Plan like you will live forever, live like you will die tomorrow

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

Plan like you will live forever, live like you will die tomorrow. Retirement planning is one of the great balancing acts: you suspect you’re not going to live forever, but what if you do? And maybe forever isn’t really forever, but what if it’s to 112 years old? Are you ready for that, at least financially? It turns out that …

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62 Is So Passé. It’s 70 Now.

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

As I scan the retirement advice landscape, I’m noticing more and more ‘gurus’ pushing a work-‘til-you’re-70 narrative. The reason? The vast majority of American workers will need to work longer than they may have anticipated because of lack of savings and retirement assets, while also living longer lives (making for a longer retirement). And while delaying retirement may be a …

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Estate Planning for the Rest of Us

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

I’ve had the pleasure of teaching many retirement and tax classes at colleges and universities. In the classes, we sought to deepen our understanding of how our tax system works as it pertains to investments and income sources, as well as consider some strategies available to a retiree to pay only their fair share of taxes during retirement. While the …

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Four Paths to Enhancing Wealth

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

Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the seasons, you could do pretty well suggesting a mix of warm clothes for winter and cool clothes for summer. However, naming the exact day when a 70-degree day interrupts the 40-degree days of early spring would prove to be much …