View Post


In Articles, Articles: Kansas City Office, Community Involvement, Spring 2019 by Scott Dougan

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 …

View Post

Back to the Basics: Revisiting an Enduring Strategy

In Articles, Articles: Kansas City Office, Back to the Basics, SLC Spring 2019, Spring 2019 by Scott Dougan

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 …

View Post

Briefcase Study: Those Pesky Remaining Debts

In Articles, Articles: Kansas City Office, Briefcase Studies, SLC Spring 2019, Spring 2019, Tax Planning by Scott Dougan

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 …