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 …
Report: Year End Tax Moves for 2018
YEAR END TAX MOVES for 2018 One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. On December 22, 2017, President …
‘Golden Decade’ Offers Golden Opportunity to Get Taxes Under Control
If you are between the ages of 60 and 70, the time could be right to pump some money out of big, fat 401(k)s and traditional IRAs into tax-free Roth accounts. If a financial professional planned your 60th birthday party, the balloons and streamers wouldn’t be black. They’d be gold. Some advisers even refer to the ages between 60 and …
Lack of Financial Information Is No Longer the Problem. Knowing How to Process It Is.
The key to good financial decisions is knowing how to sort through the flood of information out there. How do you do that? Ask the right questions. Specifically, these five. Thanks to new technologies, investing is more accessible than ever. You can buy stocks, bonds and mutual funds with a click of a mouse, or even with an app on …
C.A.N. You Handle It? Dialing in Your Investment Risk
Your risk tolerance can be boiled down into three words: capacity, attitude and need. Getting a grip on those concepts is the key to designing an appropriate portfolio for your retirement. “In investing, what is comfortable is rarely profitable.” So says investment adviser to PIMCO, Robert Arnott. While there’s certainly truth to this, most investors would be wise to consider just …
