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Back to the Basics: Why Buying Luxury Items Is Less Harmful at 62 Than at 22

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2021, Spring 2021 by Scott Dougan

Why Buying Luxury Items Is Less Harmful at 62 Than at 22 This rant may come as a surprise to you, at least coming from me. It’s actually a little surprising to me that I’m writing it because I wrestle with this topic quite a bit. The subject is that of luxury items; things like a ’69 Camaro, a Florida …

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Briefcase Study: Consider the Platinum Rule

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2021, Spring 2021 by Scott Dougan

Are You A Caregiver? Consider the Platinum Rule  In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead. If you find yourself, like so many others, caring for a family member as they age, you’re doing some very challenging work. We hear a lot of the stories from the families …

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Can There Be a Retirement Planning Formula?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Investment Management, Tax Planning by Scott Dougan

For years, I’ve been on a quest to determine the optimum set of inputs to design the ideal retirement plan. And while the topic of formulas may not appeal to you, I hope you’re somewhat comforted that it does hold some appeal for me, a retirement planning guy. I’ve thought much about the ideal blend of guaranteed income sources, risk-based …

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So, What’s the Deal With Bitcoin?

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

I’m not going to suggest that being unaware of Bitcoin’s recent craze points to one’s under-rock living situation…but it’s close. The digital cryptocurrency’s meteoric rise in ‘value’ has lead many people to wonder, “Did I miss out on millions?” While the answer is likely a yes, it may be wise to learn a bit more about Bitcoin before calling it …

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Is Your Home An Asset?

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

Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent one of the single largest items of value a person owns. But since we live in our homes, must maintain them, and constantly reinvest in them, the question for us non-Silicon Valley homeowners sometimes arises, “Is my home really an …

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In Memoriam – Celebrating the Lives Of those We Lost

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2021, Winter 2021 by Scott Dougan

It is with great sadness that we reflect on some of the wonderful friends we lost this year. All of us at Elevated Retirement Group cherish our relationships with you as the highest purpose for our work. When we lose one of you, it affects us deeply. We hope you’ll join us in sharing our condolences with the families affected …