2023 Winter Newsletter: Salt Lake City
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 …
SECURE 2.0 Act
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 …
Looking Forward In 2023
Let’s be blunt: 2022 was rough for many investors. With many of the year’s events unforeseen and unfavorable, this was a year we’d like to soon forget. That said, many of the opportunities in 2023 are the direct result of some of the challenges that 2022 brought us, and as we enter the new year, some of these challenges remain. …
Welcome Pratik J. Mehta, CPA
Welcome to our new Director of Tax Preparation & Tax Planning Pratik was born and raised in Mumbai, India. In June of 2002, he moved to Overland Park, Kansas. Pratik received his Bachelor of Business Administration with an emphasis in Finance as well as a Bachelor of Science in Accounting from University of Missouri, Kansas City. Pratik’s number one priority …
Back to the Basics: 10 Ways To Improve Your Family’s Future, Starting With You
I’m yet to meet somebody who doesn’t want a brighter future for his or her family. Let’s face it; changing other people to see your point of view isn’t easy. In fact, it’s nearly impossible. Because of that sobering reality, the best chance we have to improve our family’s future is to look inward and start improving ourselves. As Gandhi …
Briefcase Study: The Aspect of Debt You May Not Have Considered
If you’re like many of our fellow Americans, you’re considering what rising inflation, a declining stock (and bond) market, and higher interest rates mean to you and your financial choices. And while there are a lot of varied consequences to this new ‘normal’, I think we can agree that one big change is that it’s immediately more painful to borrow …
State of the Markets with Mike Sorrentino, CFA®
The Economic Landscape for 2022 Mark your calendars for Wednesday, December 7th as we are excited to bring back our Chief Investment Officer, Mike Sorrentino for an in-person State of the Markets event. 2022 has been a little unsteady, so it will be a great opportunity to hear directly from Mike his thoughts on what we saw and his outlook …
Alzheimer’s Association’s Walk to End Alzheimer’s™
With Elevated Retirement Group The team at ERG recently took part in the Alzheimer’s Association’s Walk to End Alzheimer’s™ and to say it was a success would be an understatement. We weren’t sure what to expect by asking our amazing clients to either donate to our team or join us for the walk itself, but the outpouring of support that …
Client Appreciation Golf Outing
One of the events that our team missed out on the most during the pandemic was our annual Client Appreciation Golf Outing. We had such a great time interacting with our clients outside of the office where we were able let our competitive juices flow. With life getting back to a bit of normalcy, we were excited to get back …
2022 Fall Newsletter: Salt Lake City
The days are getting shorter, the nights cooler. The leaves are changing colors. Fall is upon us, and life is feeling more and more “normal” each day. My calendar is definitely looking more “normal” these days. And by “normal” I mean full! Just like before the COVID-19 pandemic stopped us all in our tracks, my evenings and weekends are packed …
