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Team Spotlight: Jennifer Dougan

In Articles, Articles: Kansas City Office, Spring 2021 by Scott Dougan

Fun Facts about Jennifer: Jennifer was born in Philadelphia, PA in 1963 She is the youngest of three girls. You already know how Scott and Jennifer met. Jennifer is an avid fitness instructor. She teaches Les Mills BodyPump, BodyFlow, Barre & PiYo. Her favorite jobs were…cashier at The Organ Grinder Pizza Parlour in Portland, Oregon; Child Development Specialist at Beech …

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Our firm is excited to announce the launch of Elevated Financial Wellness!

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

Studies show that eighty percent of employers’ report that financial stress is lowering their employees’ productivity level, and it’s costing them nearly half a trillion dollars annually.*   The EFW platform provides financial wellness technology with a human approach. Employees will not only have access to assessment tools to understand their financial/retirement needs but will also have access to our …

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Back to the Basics: Why Buying Luxury Items Is Less Harmful at 62 Than at 22

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

Why Buying Luxury Items Is Less Harmful at 62 Than at 22 This rant may come as a surprise to you, at least coming from me. It’s actually a little surprising to me that I’m writing it because I wrestle with this topic quite a bit. The subject is that of luxury items; things like a ’69 Camaro, a Florida …

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Briefcase Study: Consider the Platinum Rule

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

Are You A Caregiver? Consider the Platinum Rule  In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead. If you find yourself, like so many others, caring for a family member as they age, you’re doing some very challenging work. We hear a lot of the stories from the families …

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Can There Be a Retirement Planning Formula?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Investment Management, Tax Planning by Scott Dougan

For years, I’ve been on a quest to determine the optimum set of inputs to design the ideal retirement plan. And while the topic of formulas may not appeal to you, I hope you’re somewhat comforted that it does hold some appeal for me, a retirement planning guy. I’ve thought much about the ideal blend of guaranteed income sources, risk-based …

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How Healthy Is Your Retirement Plan in the Midst of the COVID Crisis?

In Articles, Articles: Kansas City Office, Kiplinger, Retirement by Scott Dougan

Give yourself a financial checkup today to see if you’re doing all that you can to have a healthy and happy retirement. Here are eight tactics to help boost your bottom line. As the world moves into yet another year of dealing with the persistent coronavirus pandemic, we’re all still struggling to wrap our minds around the many challenges we …

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So, What’s the Deal With Bitcoin?

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

I’m not going to suggest that being unaware of Bitcoin’s recent craze points to one’s under-rock living situation…but it’s close. The digital cryptocurrency’s meteoric rise in ‘value’ has lead many people to wonder, “Did I miss out on millions?” While the answer is likely a yes, it may be wise to learn a bit more about Bitcoin before calling it …