View Post

Long Term Care Discussions: Painful yet Necessary

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

We might as well hold these meetings in a dentist’s chair, without the anesthesia. It’s just the worst. At least when you visit the dentist, you leave with that squeaky-clean feeling and a few samples of floss (that you may or may not use). When we have a sit-down discussion about paying for long term care – nursing care – …

View Post

Ways To Maintain Or Improve Your Lifestyle In Retirement

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

Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to dream about the future like they haven’t in years. While this new phase of life can be deeply satisfying, it can also result in new and unique fears. Retiring at …

View Post

Client Corner: Time to See The World

In Articles, Articles: Salt Lake City Office, SLC Summer 2024 by Scott Dougan

During my lifetime, I’ve nurtured a desire to travel, and as a result have been fortunate to visit all 50 States – with amazing sites and experiences too numerous to mention within our beautiful country! I’m grateful that retirement has continued to afford me the opportunity to further this passion on a global scale. As a widower, my traveling companions …

View Post

Service and Experience Updates

In Articles, Articles: Salt Lake City Office, SLC Summer 2024 by Scott Dougan

As we announced a few weeks ago, we are in the process of making some service and experience updates to our investment management platform.  These are being done to enhance your overall investment journey while preserving the elements that have been fundamental to our relationship with you.  Because the changes require you to complete some forms, we wanted to provide …

View Post

The Connection Between Financial and Physical Health

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

As the seasons change, or another birthday or wedding anniversary rolls around, you may be taking inventory of your life. You may be asking yourself questions about where you’re headed, what’s most important to you, and how you got to where you are. It’s as if something is hard-wired into all of us that makes these milestones a perfect time …

View Post

Prepare For a Loved One’s Long Term Care by Preparing Yourself First

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

My, how times have changed. There once was a time when nursing homes were not what they are today. When dad or grandma could no longer live alone and care for him or herself, moving them into a nursing home wasn’t really an option. Instead, you would have moved them into your home. They would live out their final days …

View Post

Back to the Basics: Tax Planning Opportunities for Retirees

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2024, Summer 2024 by Scott Dougan

Most people probably don’t consider this, but the single largest expense every year for a successful retiree isn’t putting fuel in the RV or even medical costs; it’s taxes. Between property, sales, and income taxes, the numbers can get pretty big pretty fast. Given this sneaky financial reality, tax planning has become an essential part of retirement planning because it …

View Post

Briefcase Study: A Hybrid Retirement

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2024, Summer 2024 by Scott Dougan

When shopping for a new car, buyers are now faced with many more choices than whether to get the blue one or the silver one. Choosing among powertrain options has made the process much more intellectual and even political. While some may choose a traditional gas-powered engine, others opt for the chance to go all electric. But for some, the …