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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 …

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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 …

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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 …

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Briefcase Study: Has Spring Finally Sprung?! Spring Cleaning, Anyone?

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

Spring has to be your favorite season; or at least in your top three or four. Everything is new again, fresh, bright, ripe with hope of new adventures. I’m a sucker for spring. If you share even a fraction of my spring enthusiasm, you may also feel that deep-down desire to get things cleaned up and sorted after a long …

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Back to the Basics: Social Security’s Health and Taxation

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2024, Spring 2024 by Scott Dougan

After decades of doing your job, saving money, and just plain navigating life, retirement approaches and shocks you with its complexity. The number of things to consider when planning a retirement is daunting, and Social Security is no exception. While the options have been reduced slightly, there’s still a lot to consider when claiming the benefit that you’ve funded and …

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Election Year Thoughts Worth Thinking About

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

During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what should we be doing about our investments?” Here we are, in the midst of a presidential election season, and we’re all searching for answers. People are asking themselves, “Why on earth would someone in their right mind vote for that …

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Does a Presidential Election Really Affect the Markets?

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

It’s time to discuss the elephant in the room, the upcoming election. I’m regularly hearing concerns during meetings about the upcoming election and its possible effects on the stock market. While I wish I could just tune out politics entirely, I suppose we can spend an article on elections and then get back to our regular programming soon enough. Here …