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SECURE 2.0 Act

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2023, Tax Planning, Winter 2023 by Scott Dougan

Congress recently passed SECURE 2.0 Act, which includes over 90 new provisions for retirement plans. The goal is to help improve Americans’ retirement savings. This effort is a continuation of the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law back in December of 2019.    We wish to highlight just some of the notable …

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Looking Forward In 2023

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2023, Tax Planning, Winter 2023 by Scott Dougan

Let’s be blunt: 2022 was rough for many investors. With many of the year’s events unforeseen and unfavorable, this was a year we’d like to soon forget. That said, many of the opportunities in 2023 are the direct result of some of the challenges that 2022 brought us, and as we enter the new year, some of these challenges remain. …

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Back to the Basics: 10 Ways To Improve Your Family’s Future, Starting With You

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Winter 2023, Winter 2023 by Scott Dougan

I’m yet to meet somebody who doesn’t want a brighter future for his or her family. Let’s face it; changing other people to see your point of view isn’t easy. In fact, it’s nearly impossible. Because of that sobering reality, the best chance we have to improve our family’s future is to look inward and start improving ourselves. As Gandhi …

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Briefcase Study: The Aspect of Debt You May Not Have Considered

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2023, Winter 2023 by Scott Dougan

If you’re like many of our fellow Americans, you’re considering what rising inflation, a declining stock (and bond) market, and higher interest rates mean to you and your financial choices. And while there are a lot of varied consequences to this new ‘normal’, I think we can agree that one big change is that it’s immediately more painful to borrow …

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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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2022 Fall Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

The days are getting shorter, the nights cooler. The leaves are changing colors. Fall is upon us, and life is feeling more and more “normal” each day.  My calendar is definitely looking more “normal” these days. And by “normal” I mean full! Just like before the COVID-19 pandemic stopped us all in our tracks, my evenings and weekends are packed …

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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 …