Client Corner: Carolyn
After I retired, I initially worried about how I would fill my days without the structure of a 30+ year career. Work had long defined my routine, balancing job responsibilities with family life, vacations, and fun. My husband Gene is still working, so I began navigating retirement on my own. We moved to Southern Utah the day after I retired, …
2026 Spring Newsletter: Salt Lake City
The first few months of 2026 were busy for me and my family. January brought the official start of the baseball season to our household. Our son, Michael, began his regular practice schedule and he and I traveled to Phoenix for a few days to enjoy some baseball in the sunshine. I’m helping our high school baseball team again this …
Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many people, including those nearing or in retirement, that nudge isn’t just about changing curtains or mulching flower beds; it’s about rethinking one of life’s largest financial and emotional commitments: where we call home in retirement. In my experience, the most …
Back to the Basics: Taxes: The Illusion You Can’t Afford
When a magician yanks a rabbit from a hat, we instinctively know the truth: it isn’t magic. It’s misdirection. It’s sleight of hand, a well-timed pivot that draws your attention to one spot while the real trick unfolds elsewhere. That same maneuver shows up in your financial life. We tend to fix our gaze on the obvious: investment returns, coupons, …
2026 Winter Newsletter: Salt Lake City
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect on the year we just said goodbye to as well as focus on the year ahead. Some of us make goals, make resolutions or promise to break bad habits. Some of us just take stock of what we’ve experienced and …
On the Gridiron
Congratulations to a member of our team, Nic Ceballos, as he will be continuing his college education and football pursuits at Utah Tech University! Nic’s commitment, perseverance, resilience, and hard work has landed him an opportunity to fulfill his dream of being a D1 collegiate student athlete. Nic spent this past year as a marketing intern for Elevated Retirement Group. …
A Season of Celebration and Giving
Our annual Christmas Party was a wonderful way to close out the year, and it was truly great to see so many familiar faces gathered together. We appreciate everyone who took the time to join us—it’s moments like these that remind us how special our community is. In the spirit of giving, we were also proud to partner with you …
Advisor Milestone
We are excited to share that our newest advisor, Cooper Parry, has officially completed his CFP® certification. The Certified Financial Planner™ designation is widely recognized as the gold standard in financial planning and reflects a deep commitment to technical expertise, ethical standards, and putting clients’ best interests first. Cooper’s achievement further strengthens our team and enhances the level of guidance …
Our Team is Expanding
In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
Off to College
Cory’s daughter, Ava, is a senior at Copper Hills High School and was accepted to continue her education at the University of Kansas, starting in the fall of 2026. She plans to major in Sports Management and has applied to be a team manager for the men’s basketball team at KU. It’s a big transition for her, but with the …
