Back to the Basics: Total Value
So much attention gets paid to the growth (or decline) of the stock market that I fear we can become hypnotized by it and fall prey to sloppy fundamentals from time to time. How do I know this? Because many of the people we work with admit to receiving each investment statement and simply doing the ol’ “Is it up …
Briefcase Study: “So, compared to others, how are we doing?”
This question came up recently and it comes up often and I love it when people have the courage to ask. Don’t you secretly want to know if you’ve saved more than your friends or if your income is higher? It’s easy to tell if your house is bigger or if your car is more expensive. But when it comes …
2019 Fall Festival Raffle Silent Auction
We look forward to seeing you on Tuesday, October 29 for the 2019 Fall Festival Raffle & Silent Auction at Boulevard Brewing Company. Our goal this year is to raise $10,000.00 for Make-A-Wish! Evening Agenda 6:00-7:00pm Cocktails & Appetizers – Introduction, Silent Auction, Raffle 7:00pm Dinner 8:00pm Raffle, Silent Auction Winners Announced 9:00pm Evening Concludes Raffle & Silent Auction: Items …
2019 Summer Newsletter: Kansas City
ELEVATED INSIDER It’s a running joke in our office that I can’t resist an opportunity to talk about how much I love summer. Therefore, I won’t tell you how much I love summer. I just won’t do it here. That said, here we are. As I sit down to gather my thoughts I’m reminded of a few obvious realities: life …
Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best to begin receiving Social Security benefits at age 62 or wait until age 66 and 6 months, their Full Retirement Age (FRA) with Social Security. I was reminded how important …
Back to the Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’ a litany of decisions arise that must be carefully …
Fall Festival Date Change
The 2019 Fall Festival will be held on Tuesday, October 29. Please update your calendars.
Update Make A Wish 2018
Thank you again for helping make Connor’s wish to go on a DISNEY CRUISE possible. We couldn’t have done it without your donations, silent auction purchases, raffle participation. We’re looking forward to reaching our goal of $10,000.00 in October.
HARVESTERS EVENT
We are so proud of our clients, family and friends that donated most needed items for our food drive and those that were able to participate in the Child Feeding BackSnack Program this past Saturday at Harvesters. We had a little over 40 folks who worked four assembly lines and put together approximately 3135 backpacks filled with nutritious, child-friendly foods …
Back to the Basics: Revisiting an Enduring Strategy
In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool to the toolbox, I read further. What the article was sharing was a strategy that isn’t ‘New’, but it’s one that we’ve been using since the day Elevated Retirement Group’s …
