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Employee Spotlight: Priscilla Hansen

In Articles, Articles: Salt Lake City Office, SLC Spring 2020, Team Spotlights by Scott Dougan

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 …

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2020 Spring Newsletter

In Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office, SLC Spring 2020 by Scott Dougan

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, …

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Back to the Basics: The Great Decluttering

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Investment Management, SLC Spring 2020, Spring 2020 by Scott Dougan

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 …

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Briefcase Study: What Is Your First Memory Of Money?

In Articles, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2020, Tax Planning by Scott Dougan

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 …