View Post

The Power of Hindsight – Money’s Impact on Family

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

If you want to see my heart break, tell me a story about a family ripped apart by money quarrels. I just cannot stand to think that relationships once valued were severed by a disagreement over financial matters. I’m actually sick to my stomach having just written those two sentences. It just seems unnecessary, but it happens all the time. …

View Post

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

In Articles, Articles: Kansas City Office, Investment Management, Retirement by Scott Dougan

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older. What comes to mind when you hear the term “retirement planning”? Most people think of investments, Social Security, health insurance, tax strategies and other money-related issues. These pieces are all a big …

View Post

Client Corner: Trip of a Lifetime for LaMar & Meg

In Articles, Articles: Salt Lake City Office, SLC Spring 2024 by Scott Dougan

This past March we went on, what we would consider, a trip of a lifetime. We flew into Sydney, Australia, boarded the Coral Princes and cruised around Australia and Tasmania. From Sydney we headed north, travelling counter clockwise around the continent stopping at every major city and some smaller towns. In Tasmania we stopped at Burnie and Hobart. At each …

View Post

Save The Date

In Articles, Articles: Salt Lake City Office, SLC Spring 2024 by Scott Dougan

SAVE THE DATE Rise Against Hunger Event Friday, June 28th from 5 to 7 p.m. Juan Diego High School We are excited to announce that we have finalized the details for our annual Rise Against Hunger meal packing event!  Mark your calendars now and make plans to join us Friday, June 28th from 5 to 7 p.m. as we pack …

View Post

2024 Spring Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to a global financial advisors conference in January in Las Vegas where he and I were both, individually, inducted into the Advisors Excel Hall of Fame. This recognition is awarded to financial advisors who have seen prolonged success in financial planning …

View Post

2024 Spring Newsletter: Kansas City

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

Do you remember being young and…broke? Whether it was when you were 12 and mowed a neighbor’s lawn for a few bucks or being in college living on a fast food income or the generosity of your parents, you found so much joy in life, in spite of having almost no money. Look at you now! Could that kid or …