Foodies, Homebodies, and Globetrotters: Which Retiree Are You?
Always on the lookout for new retirement insights, I stumbled upon a 2015 J.P. Morgan study (Spending In Retirement – Roy, Carson) that provided yet another way to view spending patterns of retirees. In the past, I’ve written about something called the ‘retirement smile’ that highlights the natural changes in spending patterns during successive phases of a typical retirement, during the …
Report: Helpful Information for Filing 2019 Income Taxes
Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to highlight tax savings opportunities and strategies so that you pay only your fair share of taxes and no more. This special report reviews some …
Tick, Tock: How Time Touches So Many Aspects Of Retirement Planning
If there’s one asset class that’s become much more valuable than all of the others, it’s time. It’s finite, making it scarce. It’s fluid, making it difficult to firmly grasp. It’s misunderstood, allowing it to escape the reaches of our attempts at mastery of it. In fact, time is the very asset we’ll willingly trade all of the rest of …
Report: Welcome to 2019
We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers us the opportunity for a fresh start. As always, our primary goal this year is to continue our tradition of helping individuals and families achieve their personal financial goals. To assist our clients in this process, we provide the 2019 CHECKLIST in this …
Report: Welcome to 2019
We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers us the opportunity for a fresh start. As always, our primary goal this year is to continue our tradition of helping individuals and families achieve their personal financial goals. To assist our clients in this process, we provide the 2019 CHECKLIST in this …
Thank you for supporting the 2018 Fall Festival Make-A-Wish® campaign!
Your support will help Make-A-Wish create life-changing wishes for children battling critical illnesses. We are thrilled to announce this year’s campaign raised over $10,000.00 for local wishes! Without your efforts, we would not be able to make wishes like Connor’s wish to go on a Disney Cruise come true! At one year old, Connor was diagnosed with a rare form …
Back to the Basics Social Security Planning 101
Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of working and paying taxes into the system, Social Security recipients have turned the corner and are now extracting income from this unique asset. But what’s so surprising is how nonchalant many retirees are about this …
Briefcase Study
When 2018 came to a close, the month of December was not without drama. The stock market was suffering meaningful declines. There were quite a few days of 500, 600, and 700-point losses. With this much volatility, it leaves a retired or retiring investor to ask, “Who am I, as an investor? How should I be investing when markets can …
2019 Winter Newsletter: Kansas City
ELEVATED INSIDER With 2019 underway, we’re focused on what’s new: the adventures that lie ahead, and the opportunities that are yet to be realized. In that light, we’re excited to bring you a new look to our newsletter and communications, beginning with this edition of Elevated Insider, Elevated Retirement Group’s print newsletter. You’ll see some big changes and improvements elsewhere …
Report: Quarterly Economic Update
Quarterly Economic Update Fourth Quarter 2018 After a long period of respectable market returns, many investors in equities experienced losses during the fourth quarter of 2018, in spite of the third quarter’s strength. The root cause of these losses was growing uncertainty, which is the equity market’s least favorite sentiment. Specifically, interest rate hikes and trade wars caused major concerns …
