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2021 Fall Newsletter

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

Have you ever wondered how the world would be different if there were no mirrors? If we couldn’t see ourselves, how would our self-esteem and interactions with others change? Taken even further, it seems that we view the larger world through a reflective lens too. “I see what’s happening out there but how does that make me look or make …

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Team Spotlight: Kathleen Sherman

In Articles, Articles: Kansas City Office, Fall 2021, Team Spotlights by Scott Dougan

Kathleen Sherman Elevated Retirement Group Event Coordinator 3 years, 7 months WHAT I LOVE ABOUT MY JOB: I love my opportunities to help grow ERG through partnering well matched pre-retirees with Scott and his advisors, as well as, developing relationships with major corporations locally and nationally in helping them provide financial literacy to their employees through education and retirement planning. …

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Back to the Basics: Return Policy

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

As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A pair of pants bought from a website, without trying them on first, is something that would have seemed insane 25 years ago. Will they even fit? I recall the back-to-school ritual of trying on jeans while seeking Mom’s approval (since …

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Briefcase Study: Now That I’m Retired

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

“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!”  “How’s retirement treating you?” – I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a dollar for each time I’ve heard something to this effect, I’d be …

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2021 Summer Newsletter

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

We did it. With the mask mandates being lifted, and vaccinations on the rise, we’re headed into summer of 2021 with full faces and full hearts.  The last year-and-a-half has tested us on so many levels. Fortunately, we can begin to discuss this in past tense, and I couldn’t be happier. I only hope that the perspectives that we gained …

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Briefcase Study: House Fever

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

Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’. There’s no questioning the fact that a home is a critical piece of our lifestyle and identify. Where we live has a lot to do with whom we associate and spend time as well as how we perceive our standing …

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Team Spotlight: Jacque Hayes

In Articles, Articles: Kansas City Office, Summer 2021, Team Spotlights by Scott Dougan

Fun Facts About Jacque Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers and touching something before handing it to you. Favorite vacation spot? Toss up between Mexico for relaxation and Disney for family fun! What was the first concert you attended? Lyte Funkie Ones (LFO) Cats or Dogs? Dogs My favorite candy …

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Back to the Basics: The Choice Challenge In Retirement

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

The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d say it’s choice. I suppose it’s like declaring that freedom is good. The very ability to make choices with our time, money, relationships, careers…these all make life so much richer than the alternative, having few choices. An uncluttered view of …

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Team Spotlight: Jennifer Dougan

In Articles, Articles: Kansas City Office, Spring 2021 by Scott Dougan

Fun Facts about Jennifer: Jennifer was born in Philadelphia, PA in 1963 She is the youngest of three girls. You already know how Scott and Jennifer met. Jennifer is an avid fitness instructor. She teaches Les Mills BodyPump, BodyFlow, Barre & PiYo. Her favorite jobs were…cashier at The Organ Grinder Pizza Parlour in Portland, Oregon; Child Development Specialist at Beech …

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2021 Spring Newsletter

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

The word, ‘spring’ is such an active word.  It’s an object that keeps your car riding comfortably by smoothing out the bumps, it’s an act of movement – to spring – and it’s also a season that offers so much promise. Spring and ‘to spring’ feel like exactly what we all need right now. We’re transitioning from a LONG season …