Back to the Basics: Return Policy
As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A pair of pants bought from a website, without trying them on first, is something that would have seemed insane 25 years ago. Will they even fit? I recall the back-to-school ritual of trying on jeans while seeking Mom’s approval (since …
Briefcase Study: Now That I’m Retired
“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!” “How’s retirement treating you?” – I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a dollar for each time I’ve heard something to this effect, I’d be …
Briefcase Study: House Fever
Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’. There’s no questioning the fact that a home is a critical piece of our lifestyle and identify. Where we live has a lot to do with whom we associate and spend time as well as how we perceive our standing …
Elevated Retirement Group Gives Back
Providing For Those in Need As you may know, we have been working with the Utah Food Bank and their Mobile School Pantry program for the 2020-2021 school year. Because we have been unable to host our annual ‘Rise Against Hunger’ meal packing events, we thought this would be a great way to continue our effort to providing meals …
Back to the Basics: The Choice Challenge In Retirement
The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d say it’s choice. I suppose it’s like declaring that freedom is good. The very ability to make choices with our time, money, relationships, careers…these all make life so much richer than the alternative, having few choices. An uncluttered view of …
2021 Summer Newsletter: Salt Lake City
The dog days of summer are here. We just wrapped up the baseball season for my son, Michael, and his nine-year-old team of little leaguers. As you do in Utah, we started the season battling snow, rain and cold temps only to end the season scrambling for shade, dousing each other in sunscreen and praying a cloud would hover above …
Our firm is excited to announce the launch of Elevated Financial Wellness!
Studies show that eighty percent of employers’ report that financial stress is lowering their employees’ productivity level, and it’s costing them nearly half a trillion dollars annually.* The EFW platform provides financial wellness technology with a human approach. Employees will not only have access to assessment tools to understand their financial/retirement needs but will also have access to our …
Back to the Basics: Why Buying Luxury Items Is Less Harmful at 62 Than at 22
Why Buying Luxury Items Is Less Harmful at 62 Than at 22 This rant may come as a surprise to you, at least coming from me. It’s actually a little surprising to me that I’m writing it because I wrestle with this topic quite a bit. The subject is that of luxury items; things like a ’69 Camaro, a Florida …
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 …
