The New Inheritance Trend
As college costs continue to rise and the job market becomes increasingly tech-driven, many families with young children are feeling the weight of financial uncertainty. The very education their kids need to thrive appears to be slipping out of reach, with alarming stories of graduates burdened by hefty student loans as they embark on adulthood. This situation leaves parents and …
Five Tax Strategies to Help Your Money Last in Retirement
The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just about reducing today’s tax bill — it’s about ensuring that your hard-earned money lasts longer and that you can draw from your assets efficiently. By applying a logical, data-driven approach, you can create a retirement tax strategy that maximizes your income and …
Timing Your Retirement and Remaining Retired
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 …
Who Is Really Winning At Retirement?
I’d like to share a few important discoveries that we’ve made in our business. This list is actually pretty insightful because it’s one that our clients helped us assemble. Those who invest the most in their planning reap the greatest rewards. People who regret financial decisions can usually point to not having enough information about the decision. Typically, this results from …
Fall Festival: Viva Las Vegas
You’re Invited: Fall Festival You and a guest are cordially invited to our annual Fall Festival – Viva Las Vegas Style! Wear your favorite Elvis gear or an outfit from the classic film – Viva Las Vegas! Thurs, October 24th 6:00-9:00pm Meadowbrook Clubhouse 9101 Nall Avenue Prairie Village, KS 66207 Entertainment: Victor Trevino, Jr The World’s Best Elvis Tribute Artist …
Chiefs Kingdom
Here’s the Elevated Retirement Group team showing support for The Kansas City Chiefs. Our team proudly sporting red and gold gear while celebrating a shared passion for football. Together, we embody the Chiefs’ winning mentality, bringing that same energy and teamwork into everything we do.
NEW BOOK!
Exceptional Retirement by Scott Dougan, RFC Having the right decision-making process is crucial to achieving exceptional results. To secure a truly successful retirement, timing is everything. In Exceptional Retirement, Scott Dougan reveals the Four Questions All Retirees Ask—answers that are essential for anyone navigating their financial future. The decisions you make today will define your tomorrow. Can you afford to …
Back to the Basics: Retire Your Debts Before Retirement?
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 …
Briefcase Study: Pairing Retirement Needs with Retirement Assets
Years ago, I was asked a very specific question by a curious friend: “What’s one piece of advice you’d offer retirees who are concerned about planning their retirement?” It’s a fair question but admittedly difficult to answer without going into a long speech that may be more than he was bargaining for. I shared a number of thoughts, but here’s …
2024 Fall Newsletter: Kansas City
As we begin to fall back into our fall routines, the summer weather fills our rearview mirrors. The shorts get put away and we feel that cozy comfort that comes from putting on our favorite sweater, fleece, or sweatpants. Colors begin to turn, priorities shift, and we try to not look too far ahead to winter, but just enjoy the …
