Back to the Basics: Ways To Maintain Or Improve Your Lifestyle In Retirement
Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to dream about the future like they haven’t in years. While this new phase of life can be deeply satisfying, it can also result in new and unique fears. Retiring at …
Briefcase Study: Plan like you will live forever, live like you will die tomorrow
Plan like you will live forever, live like you will die tomorrow. Retirement planning is one of the great balancing acts: you suspect you’re not going to live forever, but what if you do? And maybe forever isn’t really forever, but what if it’s to 112 years old? Are you ready for that, at least financially? It turns out that …
2024 Winter Newsletter: Salt Lake City
Another new year is upon us. How did that happen? In some ways it feels like the last four years flew by in an instant. In other ways, it feels like we’ve lived a lifetime or more since 2020. Life is definitely not slowing down in my household these days. Our kids are in high school and middle school and …
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 …
