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Client Corner: Kelly and Lisa

In Articles, Articles: Salt Lake City Office, SLC Fall 2025 by Scott Dougan

Since retiring, my wife and I have found that life hasn’t slowed down one bit – if anything, it’s become busier and more fulfilling than ever. We’ve been embracing new adventures and making the most of our time with family, filling our days with travel, projects, and plenty of grandkid activities. Last year, we embarked on our first guided “old …

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Can Financial Planning Improve Your Health and Vitality?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2025, SLC Fall 2025 by Scott Dougan

When most people think of financial planning, they imagine spreadsheets, retirement projections, or investment accounts. But a well-designed financial plan does more than grow your net worth; it can improve your health, reduce stress, and even add vitality to your life. Let’s explore how. 1. Financial Planning Reduces Stress and Anxiety One of the most immediate and noticeable health benefits …

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The Widowhood Curve: Why Retirement Planning Must Include the ‘After’

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2025, SLC Fall 2025 by Scott Dougan

We recently helped a widowed client navigate the heartbreaking process of getting her affairs in order after the untimely death of her husband. Naturally, these experiences leave us all a bit raw. So, when I saw these statistics, I was stopped in my tracks: 80% of men die married. 80% of women die single. And among those who live to …