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Back to the Basics: Key To Success

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2023, Summer 2023 by Scott Dougan

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 …

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Rise Against Hunger 2023 was a HUGE success! 

In Articles, Articles: Salt Lake City Office, SLC Summer 2023 by Scott Dougan

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 …

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2023 Summer Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

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 …

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2023 Spring Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

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 …

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Back to the Basics: Why A Successful Retirement Starts with Income Planning

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2023, Spring 2023 by Scott Dougan

There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do we need? Will I have enough? What if there’s a major healthcare, stock market, or inflationary event that threatens what we’ve saved? While all of these questions are certainly different …

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Briefcase Study: Team of Three: Who’s in Your Financial Planning Trio?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2023, Spring 2023 by Scott Dougan

There’s such power in the number three. Whether in literature, joke telling, the meats of a club sandwich, or nature itself, three represents completeness, rhythm, and strength. In fact, the triangle is the strongest geometric shape; you see the triangle in roof trusses and bridges. There’s just an elegance and magic to it that is so easily overlooked. We see …

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Financial Stress on the Rise

In Articles, Articles: Salt Lake City Office, SLC Winter 2023 by Scott Dougan

Financial stress is on the rise and employees are feeling it in their wallets and at their workplace. In fact, 73% of surveyed Americans cite finances as the greatest stress in their life. Interestingly, 60% of people surveyed in TIAA’s 2022 Financial Wellness Survey said they’d be more likely to stay at their job if their employer offered financial-wellness benefits. …

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2023 Winter Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

As we say farewell to 2022, we look back on all the good the year offered. 2022 brought new and exciting ventures, and a small sense of the “normal” we were accustomed to before 2020. We traveled, gathered, went out, met new people and tried new things. I’m looking forward to continuing this and more in 2023. Whether it’s the …

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SECURE 2.0 Act

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2023, Tax Planning, Winter 2023 by Scott Dougan

Congress recently passed SECURE 2.0 Act, which includes over 90 new provisions for retirement plans. The goal is to help improve Americans’ retirement savings. This effort is a continuation of the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law back in December of 2019.    We wish to highlight just some of the notable …