Briefcase Study: Those Pesky Remaining Debts
Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot of sense, both financially and psychologically. In a recent meeting, we not only discussed this but put a plan together that was well received by the family, so we thought …
2019 Spring Newsletter: Kansas City
ELEVATED INSIDER Here we are ushering in another spring, a new season ripe with opportunities. For whatever reason, this is the time of year when I look ahead and do my clearest thinking. It’s in these moments when I ask myself, “What lies ahead for me and for us?” And it’s a question that I hope you’re asking for yourself. …
Thank you for supporting the 2018 Fall Festival Make-A-Wish® campaign!
Your support will help Make-A-Wish create life-changing wishes for children battling critical illnesses. We are thrilled to announce this year’s campaign raised over $10,000.00 for local wishes! Without your efforts, we would not be able to make wishes like Connor’s wish to go on a Disney Cruise come true! At one year old, Connor was diagnosed with a rare form …
Back to the Basics Social Security Planning 101
Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of working and paying taxes into the system, Social Security recipients have turned the corner and are now extracting income from this unique asset. But what’s so surprising is how nonchalant many retirees are about this …
Briefcase Study
When 2018 came to a close, the month of December was not without drama. The stock market was suffering meaningful declines. There were quite a few days of 500, 600, and 700-point losses. With this much volatility, it leaves a retired or retiring investor to ask, “Who am I, as an investor? How should I be investing when markets can …
2019 Winter Newsletter: Kansas City
ELEVATED INSIDER With 2019 underway, we’re focused on what’s new: the adventures that lie ahead, and the opportunities that are yet to be realized. In that light, we’re excited to bring you a new look to our newsletter and communications, beginning with this edition of Elevated Insider, Elevated Retirement Group’s print newsletter. You’ll see some big changes and improvements elsewhere …
