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Secure Act Passed by Congress

In Articles, Articles: Kansas City Office, Tax Planning, Winter 2020 by Scott Dougan

What Steps Can You Take To Protect Yourself and Your Loved Ones? On December 19th, Congress passed a spending bill that includes seismic changes to IRAs and retirement plans. The SECURE Act will reshape how IRAs are handled both during life and after death, creating an enormous tax impact for families who don’t plan ahead. Congress and the President have …

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2019 Fall Festival Results

In Articles, Articles: Kansas City Office, Winter 2020 by Scott Dougan

We are so thankful for the support we received at the 2019 fall festival. Not only did we have an opportunity to enjoy your company, great food provided by Charbar; really good beer from Boulevard Brewing Company… we also raised $12,015.00 to help grant the wish of a child diagnosed with a critical illness. In the United States and its …

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Employee Spotlight: Julia Urquhart

In Articles, Articles: Kansas City Office, Team Spotlights, Winter 2020 by Scott Dougan

Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas City, where she studied Business with emphasis in Entrepreneurship, Marketing, and Psychology. When not working Julia spends her time running around with her thirteen year old step-son, Jonathon, and two rescue dogs, Rocky & Rosie.  She enjoys gardening, playing golf …

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Briefcase Study: Pension Options

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2020, Tax Planning, Winter 2020 by Scott Dougan

A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement from your company, school, or municipality. You’ll see options such as Single Life Annuity, 50% Joint & Survivor Annuity, or Partial Lump Sum Option (PLOP). All of these options can …

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Back to the Basics: Having A Budget Vs. Budgeting

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Winter 2020, Tax Planning, Winter 2020 by Scott Dougan

One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle will cost into retirement allows you to determine whether the nest egg you’ve accumulated will go the distance. When we approach this subject with aspiring retirees, we’re often met with …

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2020 Winter Newsletter

In Newsletters, Newsletters: Kansas City Office, Winter 2020 by Scott Dougan

ELEVATED INSIDER Making Time Tangible Here we are. It’s the start of another year, it’s all anew again. I think the year 2020 sounds like science fiction; when you think back to when you were younger, could you even imagine living in the year 2020? Maybe you’re like me and find yourself meeting this new year with a combination of …