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Back to the Basics: Financial Decision Making a Four-Year-Old Would Approve Of

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

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 …

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Briefcase Study: The One Word Retirement Plan

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

Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …

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2022 Fall Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

A recent article in The Guardian put the spotlight on a man – a lawyer – who was overcharged for a train ticket in India. He chose to fight it.  After 100 court hearings and 22 YEARS, he won. He was awarded the outstanding amount, a $188 fine plus interest, and the satisfaction of having been proven right. He said …

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Alzheimer’s isn’t waiting, and neither are we

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

Elevated Retirement Group is participating in the Alzheimer’s Association Walk to End Alzheimer’s® and fundraising for Alzheimer’s care, support, and research. Please consider supporting us in the fight to #ENDALZ by making a donation on our fundraising page or by signing up to participate in the walk itself, which will take place Saturday, September 24th at Rio Tinto Stadium. Every …

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Is Catching A Foul Ball Worth It?

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

Whether you’re a baseball fan or not, you may have heard that over the last few years, a number of serious injuries occurred during Major League Baseball games when fans were struck by foul balls. One incident resulted in the death of a 79-year-old woman and another fractured the skull of a 2-year-old girl. Either incident should result in dramatic …

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2022 Summer Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

It’s the most wonderful time of the year: baseball season!  Summer is sizzling! The kids have been out of school for a few weeks now, so we’re trying to make the most of these fleeting summer days. Our family kicked off our summer with a trip to Pensacola, Florida with Erika’s family. We rented a little condo on the beach …