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Retirement Elevated Classes in 2022

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

Gain the right knowledge today to create a well-planned retirement for tomorrow.  The ebbs and flows of being able to continue hosting our in-person Retirement Elevated classes has been ever-changing the past two years.  With that, going into 2022, we will be monitoring things as best we can to ensure our educational events are still being taught at a location …

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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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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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Retire in 1991 – Why Timing is Everything

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

Do you know one of those people who seem to hit every green light on the boulevard of life? Everything they touch seems to work out exceedingly well? If so, they’re the person who’s likely to have retired in a year like 1991. Why? For one, the stock market began its almost-unbelievable rise through the 1990s, replenishing their retirement nest …

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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 …