2023 Fall Newsletter: Salt Lake City
Change is in the air. I’m not just talking about the leaves changing colors and the temperatures cooling. Change seems to be our theme over the past few months. As many of you know, Elevated Retirement Group will be moving to a new location this Fall. ERG continues to grow, and with that growth comes the need for more space …
Office Move and Office Closures
Office Move We are so close to being all set up at the new office. The end is in sight, and we’ll be ready to serve our wonderful clients in Draper soon. Once we are settled, we will send out the details for our open house event to make things official. We are extremely excited for this change and look …
Back to the Basics: When Should We Claim Social Security Benefits?
When approaching retirement, one of the big questions you may be considering is when to file for Social Security benefits. Because most people can claim and receive benefits as early as age 62, but each year that you wait earns a bump in pay for the rest of your life, the decision can be confusing and anxiety-inducing. And while it’s …
Briefcase Study: The Cash and Happiness Relationship
The Cash and Happiness Relationship With the dramatic change in interest rates this year, a lot of people are rethinking how much cash is appropriate in a financial plan. And while the answer depends on goals, resources available for short or long-term needs, and personal preference, this reminds us of the big question people continue to ponder: “Does money buy …
We’re Moving!
It’s official – we’re moving! Thanks to wonderful clients like you, we have outgrown our current workplace and have found a building that will accommodate us. Elevated Retirement Group & Elevated Capital Advisors will be relocating to: 11925 South 700 East Draper, Utah, 84020 We hope to be fully moved in late summer/early fall so keep an eye out for …
Briefcase Study: Clutter: When Too Much Is Just Not Enough
Clutter: When Too Much Is Just Not Enough It may be time to declutter. Nobody is forcing you to declutter, but if I were to guess, I bet you’re probably feeling that desire on some level. You may have done some decluttering during the pandemic, but clutter doesn’t rest; it grows and sneaks up on you. Looking back, we spent …
Back to the Basics: Key To Success
Key To Success: Get Organized Financially If you’ve ever witnessed or even participated in a catch-a-pig contest, it can be quite exciting. The chaos of watching – and hearing – little pigs trying to outrun little kids is truly something to behold. The pigs clearly don’t want to be caught while the kids enjoy what seems like an easter egg …
Rise Against Hunger 2023 was a HUGE success!
Again, we can’t thank those that joined us for the event enough. About 80 people came to our event. You helped measure food, seal packages, box up meals and stack heavy boxes on pallets. These pallets of food will be transported by boat to Rise Against Hunger’s partnering countries. Not only do they send food, but the non-profit also provides …
2023 Summer Newsletter: Salt Lake City
Thank you to everyone who joined us on June 30th to package meals for the hungry. Working with Rise Against Hunger we were able to package 25,000 meals to be sent overseas to countries in desperate need of food and other assistance. This organization is near and dear to me personally. Almost nine years ago I lost a close friend …
2023 Spring Newsletter: Salt Lake City
Spring has finally arrived! It typically signifies births and new beginnings. However, for our family, this spring brings with it a few big endings. Our oldest, Coraline, will be graduating eighth grade next month, ending her middle school years and sending her towards high school with a summer full of practices and preparations for Fall. I can honestly say that …
