State of the Union
Join Us December 4th Salt Lake Community College Miller Campus 9750 South 300 West Draper, UT 84020 We will be doing an end of year ‘State of the Union’ event with our Chief Investment Officer; Mike Sorrentino on December 4th. This event will allow clients and prospects to hear from Mike and get his thoughts on what happened in 2019 …
2019 Fall Newsletter: Salt Lake City
ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to school August – this year our son, Michael, is in 2nd grade and our daughter, Coraline, is in 5th grade (her last year in elementary school). After playing in both spring and summer leagues, Michael has put baseball on the …
Rise Against Hunger®
This year’s Rise Against Hunger® meal packing event was another huge success! We were able to pack 20,000 meals in about an hour and a half, which was record time not only for us, but it was the quickest time the rep from Rise Against Hunger® has ever been part of. We definitely couldn’t do this event without the help …
Employee Spotlight: Liz Kirkby
Liz Kirkby Client Relationship Manager Liz is a native Utah girl, although she has spent many years living in California and Nevada as well. She received her Bachelors in Math Education from BYU and is currently working on a Masters in Management and Leadership. Liz currently lives in Saratoga Spring and has 6 children. She enjoys singing karaoke, eating chocolate, …
Employee Spotlight: Holly Smith
Holly Smith Office Manager Holly is from Utah and Idaho and calls both of them home. She is married to Brady and they have 3 sons, 1 daughter in law, and 2 perfect grandkids. Holly’s favorite nick name is Nana, of course. Holly and her family love the outdoors and are always planning the next road trip, which usually involves …
2019 Summer Newsletter: Salt Lake City
ELEVATED INSIDER As a kid I longed for summer – no school, no homework, no set schedules. Just long days full of sunshine and games with friends. Now, as a parent, summer seems to be one of the busiest times of the year! My wife, Erika, and I like to take advantage of the kids break from school and fill …
Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best to begin receiving Social Security benefits at age 62 or wait until age 66 and 6 months, their Full Retirement Age (FRA) with Social Security. I was reminded how important …
Back to the Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’ a litany of decisions arise that must be carefully …
Client Corner: Mike and Michele
Mike and Michele Originally from Utah and California Mike: 24 year Career in USAF, High School and Community College Educator Michele: Attorney and HR Director Mike and Michele recently traveled through Europe for 3 months with their two 10 year old grand children. Their trip took them to the Eiffel Tower, Brandenburg Gate, Charles Bridge, Salzburg, and the Roman Colosseum. …
Employee Spotlight: Sharley Hartley
Sharley Hartley Financial Paraplanner Sharley grew up in Utah enjoying all of the many things it has to offer. She studied Psychology and Criminal Justice before realizing the financial world is where she wants to be. After obtaining her Series 7 and 63 and working as a broker she decided to get into financial planning. When out of the office …
