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Alzheimer’s Association’s Walk to End Alzheimer’s™

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

With Elevated Retirement Group The team at ERG recently took part in the Alzheimer’s Association’s Walk to End Alzheimer’s™ and to say it was a success would be an understatement. We weren’t sure what to expect by asking our amazing clients to either donate to our team or join us for the walk itself, but the outpouring of support that …

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Insurance Isn’t For The ‘Average’

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

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 …

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Inheritance: Is Education The Modern-Era Farm?

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

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 …

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Back to the Basics: Financial Decision Making a Four-Year-Old Would Approve Of

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

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 …

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Briefcase Study: The One Word Retirement Plan

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2022, SLC Fall 2022 by Scott Dougan

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 …

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Alzheimer’s isn’t waiting, and neither are we

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

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 …