The Antidote To A Stressful Retirement
‘Into the great unknown’ is a wonderful phrase to setup a big screen sci-fi thriller, or a dramatic novel, but seeing your retirement through this lens can cause many people to shudder a bit, and for good reason. After investing three or four decades into a career and amassing savings to support yourself through a non-paid retirement of similar length …
Busy, Busy, Busy
401(k), 403(b), 457, Roth IRA, Traditional IRA, Deferred Comp, SEP IRA, Simple IRA, HSA, Fixed Annuity, Fixed Indexed Annuity, Variable Annuity, Deferred Income Annuity, Mutual Fund, Exchange Traded Fund, Index Fund, Stock, Bond, Option, CD, Term Life, Whole Life, Universal Life, Variable Universal Life, and on and on. All you need to do is put just the right amount of …
The Aspect of Debt You May Not Have Considered
It’s been fairly well established that two keys to financial success are to avoid consumer debt and save as much as you can in retirement plans. While this sounds like great advice, I wanted to dig deeper and discover why that may actually be the case. Why are these two steps so important, and how related are they to one …
Can You Build a Retirement Income Plan With Both Risk and Reliability?
Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you have what you need in your golden years, but which is right for you? Two very different strategies can help retirees’ retirement savings last their lifetime, and the one that works for you, or even a hybrid plan, may depend …
Decision Making a Four Year-Old Would Approve Of
I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but lack something critical: a clear purpose. In the busy-ness of daily life, we act on instinct and sometimes in haste. I do it and I suspect you do too. It’s …
To Dance with Debt
The Joker, in Tim Burton’s Batman movie loved asking, “Have you ever danced with the devil in the pale moonlight?” What does that mean and why did he say it? “I ask that of all my prey. I just like the sound of it.” Alright, I’ll admit that’s a really cool response. But today I ask you, have you ever …
State of the Markets with Mike Sorrentino, CFA®
The Economic Landscape for 2022 Mark your calendars for Wednesday, December 7th as we are excited to bring back our Chief Investment Officer, Mike Sorrentino for an in-person State of the Markets event. 2022 has been a little unsteady, so it will be a great opportunity to hear directly from Mike his thoughts on what we saw and his outlook …
Alzheimer’s Association’s Walk to End Alzheimer’s™
With Elevated Retirement Group The team at ERG recently took part in the Alzheimer’s Association’s Walk to End Alzheimer’s™ and to say it was a success would be an understatement. We weren’t sure what to expect by asking our amazing clients to either donate to our team or join us for the walk itself, but the outpouring of support that …
Client Appreciation Golf Outing
One of the events that our team missed out on the most during the pandemic was our annual Client Appreciation Golf Outing. We had such a great time interacting with our clients outside of the office where we were able let our competitive juices flow. With life getting back to a bit of normalcy, we were excited to get back …
Insurance Isn’t For The ‘Average’
There’s so much discussion of insurance these days, with politicians on both sides engaged in battle over what’s best for the ‘average American.’ Of course, the result of this debate is often gridlock, the result of competing worldviews. Most people can agree, however, that the system we’re in has significant flaws, with no easy answers to fix them. What’s fascinating …
