Client Appreciation Golf Outing
One of the events that our team missed out on the most during the pandemic was our annual Client Appreciation Golf Outing. We had such a great time interacting with our clients outside of the office where we were able let our competitive juices flow. With life getting back to a bit of normalcy, we were excited to get back …
Insurance Isn’t For The ‘Average’
There’s so much discussion of insurance these days, with politicians on both sides engaged in battle over what’s best for the ‘average American.’ Of course, the result of this debate is often gridlock, the result of competing worldviews. Most people can agree, however, that the system we’re in has significant flaws, with no easy answers to fix them. What’s fascinating …
Inheritance: Is Education The Modern-Era Farm?
As the cost of college rises, and careers become more high-tech, there’s a growing sense among many families with young children that the very thing their kids will need – college – is the very thing that’s becoming unattainable. There are horror stories about the debt loads that college graduates are carrying as they take their first steps into adult …
How To Steer A Hot Air Balloon
How does a balloon rise? Hot air. How does a balloon fall? Cooler air. But how does one steer a hot air balloon? The short answer is wind, but like most things, it’s not as simple as that. After all, wind will certainly cause a balloon to move but does the pilot have any control over where the balloon ends …
Back to the Basics: Financial Decision Making a Four-Year-Old Would Approve Of
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 …
Briefcase Study: The One Word Retirement Plan
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 …
Client Appreciation Golf Outing
You’re Invited Elevated Retirement Group Client Appreciation Golf Outing 8:30 am Shotgun Start on Friday, September 9th, 2022 Stone Mountain Golf Course 1247 E. Mike Weir Dr. Draper, UT 84020 Please RSVP by September 6th by calling (801) 639-0095. Closest to the pin and raffle prizes awarded!
Alzheimer’s isn’t waiting, and neither are we
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 …
Is Catching A Foul Ball Worth It?
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 …
Airline Pricing and Your Wealth
When you book a flight from Kansas City to Detroit, it’s well known that you’d best book the trip as early as possible to get the lowest fare. For if you have an emergency and have to book a flight the night before your trip, then it may be best to just cover your eyes when clicking ‘Purchase’ because it’s …
