Client Corner: Kelly and Lisa
Since retiring, my wife and I have found that life hasn’t slowed down one bit – if anything, it’s become busier and more fulfilling than ever. We’ve been embracing new adventures and making the most of our time with family, filling our days with travel, projects, and plenty of grandkid activities. Last year, we embarked on our first guided “old …
2025 Fall Newsletter: Salt Lake City
How are we already in the last few months of 2025? Boy this year has flown by! Our family has been busy this Fall, mostly with sports (as usual). My son, Michael, is playing on a fall baseball team made up of kids who love the game and don’t play football. He practices a lot, but even the games are …
Can Financial Planning Improve Your Health and Vitality?
When most people think of financial planning, they imagine spreadsheets, retirement projections, or investment accounts. But a well-designed financial plan does more than grow your net worth; it can improve your health, reduce stress, and even add vitality to your life. Let’s explore how. 1. Financial Planning Reduces Stress and Anxiety One of the most immediate and noticeable health benefits …
The Widowhood Curve: Why Retirement Planning Must Include the ‘After’
We recently helped a widowed client navigate the heartbreaking process of getting her affairs in order after the untimely death of her husband. Naturally, these experiences leave us all a bit raw. So, when I saw these statistics, I was stopped in my tracks: 80% of men die married. 80% of women die single. And among those who live to …
Client Corner: Kent and Karla
Retirement at 65 had always been our goal. We felt confident we were financially prepared and wouldn’t need to change our lifestyle. Still, it wasn’t until we sat down with Chris Cordova that we received the confirmation we needed to move forward with peace of mind. Thanks to Melissa Ceballos, Elevated Retirement’s Director of Talent and Business Acquisition, we connected …
Congratulations Cooper
We’re thrilled to share some exciting personal news—our very own Cooper Parry recently tied the knot! Please join us in congratulating Cooper and Jane on their marriage. We’re so happy for them and wish them a lifetime of love, laughter, and happiness!
2025 Summer Newsletter: Salt Lake City
As with most summers, my family and I have been busy, and mostly with baseball. We just got home after spending a week in Cooperstown, New York (upstate). Our son, Michael, played in the famous 12-year-olds-only national Cooperstown tournament. He, his teammates and us coaches got to stay in a bunkhouse together for a week at one of the most …
Briefcase Study: Is Status-Chasing Affecting Your Retirement?
Have you ever stopped to reflect on how much status influences your decisions? In professional life, it’s easy to see – titles like supervisor, director, or CEO make it clear who sits where in the hierarchy. But status doesn’t just live in the office. It quietly shapes the cars we drive, the neighborhoods we choose, the vacations we take, and …
Back to the Basics: Is Retirement Still All-Inclusive?
Not Exactly – But It Can Be Well-Planned Who doesn’t love the ease of an all-inclusive vacation? You choose your destination, book your excursions, pack your bags, and when you arrive – voilà! Everything is already planned, paid for, and ready to enjoy. No surprises, no extra decisions. Just follow the plan and relax. Wouldn’t it be nice if retirement …
Client Corner: 50 Years of Marriage (but Still on Trial)
Cindy and I are celebrating fifty years of marriage this May, and while I like to joke that she’s still on trial, the truth is I couldn’t have asked for a better partner in life. My career in retail focused on developing people, which led us to move fourteen times over the years. No matter where we landed, Cindy always …
