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 …
2025 Spring Newsletter: Salt Lake City
It’s the best time of the year: baseball season! Not only has my favorite (though usually heartbreaking) team, the Boston Red Sox, started playing, but high school baseball season has started, and my 12-year-old son has already played over 20 games this year. I live for this! I’m an assistant coach for both my son’s team and for our local …
Back to the Basics: In Retirement Planning, Time Waits for No One
If there is one asset that has become more valuable than all others, it is time. It is finite, making it scarce. It is fluid, making it difficult to grasp. It is often misunderstood, allowing it to escape our attempts at mastery. In fact, time is the very asset we would willingly trade all others for—if only we could have …
Briefcase Study: Replacing Paychecks with Retirement Income
What happens if you stop working for money next year? As people approach retirement, they often run a series of calculations in their heads to determine the right timing. While financial variables play a significant role, non-financial considerations also come into play. Questions such as whether they are truly ready to lose the structure of a workplace or how they …
Client Corner: Let’s Explore
We have been successful business owners, entrepreneurs, and adventure-driven people who love exploring and pioneering. Even though retired, we still pursue these avenues for a gratifying life. We love traveling, especially to beautiful mountainous areas. Together, we enjoy hiking, camping, snowshoeing, and Nordic skiing, while Bob also loves Alpine skiing and golf. Bob’s corporate career with a large public corporation …
