Briefcase Study: If a Tree Falls In the Woods
If a Tree Falls In the Woods, and Other Election Year Thoughts During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what should we be doing about our investments?” Here we are, in the midst of a presidential election season, and we’re all searching for answers. People are asking themselves, …
Back to the Basics: Two Ways To Estimate Retirement Expenses; One Fast, One Slow
Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your lifestyle conforms naturally to your desires and needs, as they shift with your health and interests. Thus your accumulated assets should provide you with enough income (flow in) to match …
2020 Summer Newsletter: Salt Lake City
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I think back to January – or even March – it seems like years ago. We’ve faced and overcome challenges we never thought possible. I hope we can all say we’re a little stronger, a little more flexible that we once …
Employee Spotlight: Priscilla Hansen
Priscilla Hansen, Client Services Coordinator Priscilla assists advisors with their client requests and is committed to bringing excellent services and support to our clients. Priscilla has over 20 years of office experience involving various roles, specializing in client relations, with 7 years’ experience in the financial industry. She is currently working on her Bachelor’s Degree in Economics and holds her …
2020 Spring Newsletter: Salt Lake City
ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and playing in the background. Elevated Retirement Group has been working virtually from our homes for a few weeks now. And though we are thankful for the technology that allows us to continue to service our clients during these unprecedented times, …
Back to the Basics: The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Sitting in your home due to quarantine, there’s never been a better time! Looking back, we spent an entire childhood wishing for more things like bikes, games, our own room. Then …
Briefcase Study: What Is Your First Memory Of Money?
What Is Your First Memory Of Money? A few years ago, I was talking with a man who was contemplating retirement. He and his wife had worked very hard for a long time and had accumulated considerable assets and carried no debt. As we ran and re-ran the numbers, tweaking and questioning all assumptions and variables, he continued to struggle …
Client Spotlight: Claude and Ramona
Danube River Cruise After spending 40 years serving in the Army (24 in uniform and 16 as a Department of the Army Civilian) Claude and Ramona, who spent 20 years as an escrow officer, were able to travel to Europe and enjoy a seventeen-day Danube River Cruise. Their adventure started in Budapest, Hungary and took them all the way to …
Employee Spotlight: Melissa Ceballos
Melissa Ceballos, Director of Talent and Business Acquisition Melissa has nearly 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people! In everything she does her focus has always been on developing strong, meaningful, and long-lasting relationships to understand needs and align resources effectively. Melissa was born and raised …
Employee Spotlight: Daniel Allgaier
Daniel Allgaier, Financial Planner Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020. Daniel and his wife, Raina, …
