Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many people, including those nearing or in retirement, that nudge isn’t just about changing curtains or mulching flower beds; it’s about rethinking one of life’s largest financial and emotional commitments: where we call home in retirement. In my experience, the most …
Back to the Basics: Taxes: The Illusion You Can’t Afford
When a magician yanks a rabbit from a hat, we instinctively know the truth: it isn’t magic. It’s misdirection. It’s sleight of hand, a well-timed pivot that draws your attention to one spot while the real trick unfolds elsewhere. That same maneuver shows up in your financial life. We tend to fix our gaze on the obvious: investment returns, coupons, …
Who Goes First? Planning for the Inevitable (Without Losing Sleep Over It)
When I first saw these statistics, they nearly knocked me over: 80% of men die married. 80% of women die single. 80% of centenarians are women. No matter how you look at it, those numbers tell a sobering story. Ladies, you’re statistically likely to outlive your husband. Gentlemen, you’re statistically likely to hand over the reins and the household bills …
Can Money Buy Happiness? Maybe Not, But a Family Legacy Can
“Money Does Buy Happiness, New Study Says.” Headlines like that always make us pause. The study in question tried to answer a timeless question: Does more money really make us happier, or does the effect level off after a certain point? Researchers found that, yes, happiness tends to rise with income, but only up to a point. But other studies suggest …
No Returns, No Regrets: Why Retirement Planning Isn’t Like Online Shopping
Remember when buying clothes meant a trip to the store, trying on jeans under the fluorescent lights, and waiting for Mom’s verdict? She’d pull at the waistband and ask the dreaded question: “Is there enough room in the seat?” It was awkward, sure, but at least you knew before you left the store whether those jeans would fit. Fast-forward to today’s …
Breaking the Curse of Knowledge: How to Share What You’ve Learned About Retirement
After teaching hundreds of hours of retirement planning classes over the years, I’ve discovered something surprising: no matter how much the financial landscape changes, the questions people ask about retirement almost never do. The course I teach, Retirement Elevated, was created to help aspiring retirees prepare for both the practical and emotional sides of this life transition. Advisors across the country …
On the Gridiron
Congratulations to a member of our team, Nic Ceballos, as he will be continuing his college education and football pursuits at Utah Tech University! Nic’s commitment, perseverance, resilience, and hard work has landed him an opportunity to fulfill his dream of being a D1 collegiate student athlete. Nic spent this past year as a marketing intern for Elevated Retirement Group. …
A Season of Celebration and Giving
Our annual Christmas Party was a wonderful way to close out the year, and it was truly great to see so many familiar faces gathered together. We appreciate everyone who took the time to join us—it’s moments like these that remind us how special our community is. In the spirit of giving, we were also proud to partner with you …
Advisor Milestone
We are excited to share that our newest advisor, Cooper Parry, has officially completed his CFP® certification. The Certified Financial Planner™ designation is widely recognized as the gold standard in financial planning and reflects a deep commitment to technical expertise, ethical standards, and putting clients’ best interests first. Cooper’s achievement further strengthens our team and enhances the level of guidance …
Our Team is Expanding
In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
