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Team Corner: Farewell Fall Festival

In Articles: Kansas City Office, Summer 2025 by Scott Dougan

FAREWELL FALL FESTIVAL We want to extend our heartfelt thanks for your continued trust and support. Over the years, our annual Fall Festival has been a highlight for us—a chance to connect, celebrate, support worthy causes and for us to show our appreciation for wonderful clients like you. After much consideration, we’ve made the decision to retire the Fall Festival …

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Briefcase Study: Is Status-Chasing Affecting Your Retirement?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2025, Summer 2025 by Scott Dougan

Have you ever stopped to reflect on how much status influences your decisions? In professional life, it’s easy to see – titles like supervisor, director, or CEO make it clear who sits where in the hierarchy. But status doesn’t just live in the office. It quietly shapes the cars we drive, the neighborhoods we choose, the vacations we take, and …

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Back to the Basics: Is Retirement Still All-Inclusive?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2025, Summer 2025 by Scott Dougan

Is Retirement Still All-Inclusive?  Not Exactly – But It Can Be Well-Planned Who doesn’t love the ease of an all-inclusive vacation? You choose your destination, book your excursions, pack your bags, and when you arrive – voilà! Everything is already planned, paid for, and ready to enjoy. No surprises, no extra decisions. Just follow the plan and relax. Wouldn’t it …

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2025 Summer Newsletter: Kansas City

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

Summer, Status, and Social Security At a time when so much in the world feels potentially game-changing – whether political, financial, or societal – I find myself increasingly drawn to the small, grounding joys of everyday life. A long walk brings more comfort than ever. A calm evening spent with friends outdoors reminds me what matters most. And a well-prepared …

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Harvesters Update

In Articles: Kansas City Office, Community Involvement, Spring 2025 by Scott Dougan

We had 43 clients and prospective clients show up to help local families & individuals who experience: Noun – Food in-se-cu-ri-ty – the condition of not having access to sufficient food, or food of an adequate quality, to meet one’s basic needs. We split up into 2 groups. Group 1 put together 340 cases of food items for the elderly …

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Back to the Basics: In Retirement Planning, Time Waits for No One

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2025, Spring 2025 by Scott Dougan

If there is one asset that has become more valuable than all others, it is time. It is finite, making it scarce. It is fluid, making it difficult to grasp. It is often misunderstood, allowing it to escape our attempts at mastery. In fact, time is the very asset we would willingly trade all others for—if only we could have …

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Briefcase Study: Replacing Paychecks with Retirement Income

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2025, Spring 2025 by Scott Dougan

What happens if you stop working for money next year? As people approach retirement, they often run a series of calculations in their heads to determine the right timing. While financial variables play a significant role, non-financial considerations also come into play. Questions such as whether they are truly ready to lose the structure of a workplace or how they …

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2025 Spring Newsletter: Kansas City

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

Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness. But as nature blooms, so too does a new political season, stirring emotions that range from joy to fear. Are we entering a political and economic springtime, or is this something else? Are we pulling weeds to make room for …