Briefcase Study: Consider the Platinum Rule
Are You A Caregiver? Consider the Platinum Rule In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead. If you find yourself, like so many others, caring for a family member as they age, you’re doing some very challenging work. We hear a lot of the stories from the families …
2021 Spring Newsletter: Salt Lake City
Walk outside. Do you smell that? Fresh-cut grass, turned-over dirt, worn leather, peanuts… It’s baseball season! The most wonderful time of the year! As you all know, sports looked quite different in 2020. The Major League Baseball season was shorter than usual and didn’t start on time. The same thing happened with my son’s baseball season, but we were happy …
UTAH FOOD BANK
In 2020, Elevated Retirement Group shifted our charitable focus to our own backyard by teaming up with the Utah Food Bank. Before the pandemic, the Utah Food Bank was distributing about 2 million pounds of food a month. That need has increased to 6 million pounds per month – a 300% jump. Because most shelters and food banks can’t offer …
In Memoriam – Celebrating the Lives Of those We Lost
It is with great sadness that we reflect on some of the wonderful friends we lost this year. All of us at Elevated Retirement Group cherish our relationships with you as the highest purpose for our work. When we lose one of you, it affects us deeply. We hope you’ll join us in sharing our condolences with the families affected …
Back to the Basics: The FIRE Movement
There’s an exciting new movement among young professionals who aspire to retire from their careers early … very early. Called the FIRE Movement – or Financial Independence Retire Early – these folks are taking advantage of their high salaries and extremely frugal lifestyles to stockpile enough invested wealth to afford a retirement beginning in their 40s, and for many, in …
2021 Winter Newsletter: Salt Lake City
ELEVATED INSIDER A new year. Is it just me, or did this past year feel like more than 12 months? 2020 was hard on everyone – some more than others. The distribution of two effective vaccines in America is showing a light at the end of the COVID tunnel, and they can’t come soon enough. These winter months are tough, …
Briefcase Study: From One Retiree To Another
Your retirement will likely look very different from that of just about anyone else’s. After all, you’re you and they’re them, right? And while I suppose that’s categorically true, there are quite a few similarities that we get to witness when talking with all of the folks we serve who’ve crossed that line into retirement from paid work. So, what …
Briefcase Study: Can The Financial Markets Be Trusted?
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the market is ripe for a big selloff in October or November, what do you think?” I hope you know by now that I always welcome the opportunity to help you with your questions. Keep them coming. This question in particular …
Congratulations Daniel Allgaier
We are excited to announce that our Financial Planner, Daniel Allgaier, recently passed the CFP® exam. The CERTIFIED FINANCIAL PLANNER® designation is viewed as one of the top designations one can attain in the financial planning industry. This grueling 170-question exam consists of two 3-hour sessions and has a pass rate of about 62%. After studying for over 390 hours …
Back to the Basics: Why it All Starts with Income Planning
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 …
