2020 Fall Newsletter: Salt Lake City
ELEVATED INSIDER The days are getting shorter. The leaves are changing and falling. The mornings are crisp and cool. We’ve made it to Autumn of 2020. And I imagine it has been no easy feat for most of you. To say this year has been full of surprises would be an understatement. Each time I think, “Oh, it couldn’t get …
Health and Safety Message
Back in May, our goal was to get back to conducting in-person meetings here at the office starting June 1st. At the time, Salt Lake County was entering the Yellow phase of the pandemic and the restrictions were starting to ease a bit. Fast forward to mid-July and we are seeing case counts on the rise, discussions of closing certain …
Briefcase Study: If a Tree Falls In the Woods
If a Tree Falls In the Woods, and Other Election Year Thoughts During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what should we be doing about our investments?” Here we are, in the midst of a presidential election season, and we’re all searching for answers. People are asking themselves, …
Back to the Basics: Two Ways To Estimate Retirement Expenses; One Fast, One Slow
Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your lifestyle conforms naturally to your desires and needs, as they shift with your health and interests. Thus your accumulated assets should provide you with enough income (flow in) to match …
2020 Summer Newsletter: Salt Lake City
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I think back to January – or even March – it seems like years ago. We’ve faced and overcome challenges we never thought possible. I hope we can all say we’re a little stronger, a little more flexible that we once …
Employee Spotlight: Priscilla Hansen
Priscilla Hansen, Client Services Coordinator Priscilla assists advisors with their client requests and is committed to bringing excellent services and support to our clients. Priscilla has over 20 years of office experience involving various roles, specializing in client relations, with 7 years’ experience in the financial industry. She is currently working on her Bachelor’s Degree in Economics and holds her …
2020 Spring Newsletter: Salt Lake City
ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and playing in the background. Elevated Retirement Group has been working virtually from our homes for a few weeks now. And though we are thankful for the technology that allows us to continue to service our clients during these unprecedented times, …
Back to the Basics: The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Sitting in your home due to quarantine, there’s never been a better time! Looking back, we spent an entire childhood wishing for more things like bikes, games, our own room. Then …
Briefcase Study: What Is Your First Memory Of Money?
What Is Your First Memory Of Money? A few years ago, I was talking with a man who was contemplating retirement. He and his wife had worked very hard for a long time and had accumulated considerable assets and carried no debt. As we ran and re-ran the numbers, tweaking and questioning all assumptions and variables, he continued to struggle …
Client Spotlight: Claude and Ramona
Danube River Cruise After spending 40 years serving in the Army (24 in uniform and 16 as a Department of the Army Civilian) Claude and Ramona, who spent 20 years as an escrow officer, were able to travel to Europe and enjoy a seventeen-day Danube River Cruise. Their adventure started in Budapest, Hungary and took them all the way to …
