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, …
Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and daddy are all doing great.
An Elevated Communication Experience
Fewer Emails. Greater Financial Impact. If you choose to remain on our VIP list, you’ll hear from me less often—but with far more purpose behind every message. Your time and your inbox are important, and I want to ensure each communication you receive directly supports your financial clarity, confidence, and long-term goals. Going forward, my updates will focus on what …
2026 Winter Newsletter: Kansas City
A Thoughtful Start to 2026 Winter has a way of slowing things down. The calendar turns, the pace softens, and there’s a natural invitation to pause, especially as we step into a new year. While January often comes with pressure to make bold resolutions, I’ve found that the most meaningful progress usually starts with quieter reflection. As we enter 2026, …
Sign up for Harvesters
Friday, March 6th: 10:30 am – 12:30 pm 3801 Topping Avenue, Kansas City MO 64129 Light refreshments served Please follow these instructions to register online for your reserved event(s): 1. Visit the Harvesters Community Food Network event registration page: https://cerv.is/0015rERG 2. Select your desired event and follow the on screen instructions to access the CERVIS registration system. If this is …
Back to the Basics: How Home Equity Can Support a More Flexible Retirement
For many retirees, the home is more than a place to live, it’s one of the largest assets on the balance sheet. Yet home equity is often overlooked or underutilized in retirement planning. When thoughtfully integrated into a broader financial strategy, home equity can provide flexibility, resilience, and peace of mind throughout retirement. The key isn’t viewing your home as …
