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Client Corner: Don and Lauri

In Articles, Articles: Salt Lake City Office, SLC Winter 2022 by Scott Dougan

“All our planning has paid off, and retirement is just as much fun as we always dreamed!” As happily retired folks, Don and Lauri decided to visit Boston to visit Lauri’s nephew and his family and tour the surrounding area.  While they are seasoned travelers, neither of them had previously been to Boston; and so, they were excited for the …

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A Box of Catharsis

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

Catharsis is defined as “a purification or purgation that brings about spiritual renewal or release from tension” (source: Merriam-Webster). In other words, make the bad stuff go away and begin feeling better. If there’s one gift we should all give ourselves, it’s a nice catharsis.  If you’ve ever rented a dumpster in order to finally clear the clutter from your …

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2021 Fall Festival Update

In Articles, Articles: Kansas City Office, Community Involvement, Winter 2022 by Scott Dougan

Our Fall Festival at the Lodge at Ironwoods was a resounding success! Your contributions will bring a brighter future to children. We appreciate your generosity and caring commitment to CASA’s important work. We appreciate those who were able to join us this year at The Inn @ Ironwoods in support of CASA Court Appointed Special Advocates of Johnson & Wyandotte …

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Back to the Basics: The Forced Savings Solution

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Winter 2022, Winter 2022 by Scott Dougan

If you were to ask retirees what was the single biggest factor in their ability to retire, the answer might lie in the fact that they began saving early, saved consistently, and didn’t stop saving.  Sure, some people have retirement saved for them, in the form of a pension, but the reality is that nobody lives off of their money …

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Briefcase Study: Financial Independence is a Myth

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2022, Winter 2022 by Scott Dougan

‘Financial Independence’ is a wonderful goal, a beautiful aspiration, a worthy pursuit. But it’s impossible. If true financial independence is the point at which we have enough money to be free from needing to serve or be served by other people, then we’ve missed the point entirely. If we look at a pile of wealth – money, property, possessions – …

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State Of the Markets Event

In Articles, Articles: Salt Lake City Office, SLC Fall 2021 by Scott Dougan

with Mike Sorrentino, CFA® Wednesday, December 8th On Wednesday, December 8th, we will be hosting a State of the Markets event with our Chief Investment Officer, Mike Sorrentino, CFA®.  This will be an in-person event at Salt Lake Community College’s Miller Campus in Sandy. For those that are unable to join us in-person, we are also setting things up to …

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Elevated Retirement Group Gives Back

In Articles, Articles: Salt Lake City Office, SLC Fall 2021 by Scott Dougan

Providing For Those in Need the team here is excited to be once again partnering with the Utah Food Bank and their Mobile School Pantry initiative.  This program approaches childhood hunger with the understanding that children are only truly protected from the pain and anxiety of hunger when their whole family has enough food to stay healthy. This approach makes …

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Team Spotlight: Kathleen Sherman

In Articles, Articles: Kansas City Office, Fall 2021, Team Spotlights by Scott Dougan

Kathleen Sherman Elevated Retirement Group Event Coordinator 3 years, 7 months WHAT I LOVE ABOUT MY JOB: I love my opportunities to help grow ERG through partnering well matched pre-retirees with Scott and his advisors, as well as, developing relationships with major corporations locally and nationally in helping them provide financial literacy to their employees through education and retirement planning. …

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Back to the Basics: Return Policy

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2021, SLC Fall 2021 by Scott Dougan

As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A pair of pants bought from a website, without trying them on first, is something that would have seemed insane 25 years ago. Will they even fit? I recall the back-to-school ritual of trying on jeans while seeking Mom’s approval (since …

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Briefcase Study: Now That I’m Retired

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2021, SLC Fall 2021 by Scott Dougan

“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!”  “How’s retirement treating you?” – I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a dollar for each time I’ve heard something to this effect, I’d be …