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Back to the Basics: Inflation’s Effects on Your Retirement

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

The headlines are screaming, and the data is real: inflation is on the rise. In fact, we’re seeing higher rates of inflation now than we’ve seen in 40 years.  Prices are going up and that can be a very scary reality for retirees. But how does that actually impact you? If you’re retired now or planning to retire soon, what …

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If You Knew, Would You Act Differently?

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

If you want to see my heart break, tell me a story about a family ripped apart by money quarrels. I just cannot stand to think that relationships once valued were severed by a disagreement over financial matters. I’m actually sick to my stomach having just written those two sentences. It just seems unnecessary, but it happens all the time. …

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The One Word Retirement Plan

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

If you could choose just a single descriptor for what you’d like for the next 30 years of your life, what would it be? For some, flexibility may be the word, for others, family. Here are words that may strike a chord with you: Flexibility Family Faithfulness Activity Travel Peacefulness Contentment Regret-Free (does a hyphen qualify it as one word?) …

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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 …