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Client Corner: Kent and Karla

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

Retirement at 65 had always been our goal. We felt confident we were financially prepared and wouldn’t need to change our lifestyle. Still, it wasn’t until we sat down with Chris Cordova that we received the confirmation we needed to move forward with peace of mind. Thanks to Melissa Ceballos, Elevated Retirement’s Director of Talent and Business Acquisition, we connected …

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Briefcase Study: Is Status-Chasing Affecting Your Retirement?

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

Have you ever stopped to reflect on how much status influences your decisions? In professional life, it’s easy to see – titles like supervisor, director, or CEO make it clear who sits where in the hierarchy. But status doesn’t just live in the office. It quietly shapes the cars we drive, the neighborhoods we choose, the vacations we take, and …

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Back to the Basics: Is Retirement Still All-Inclusive?

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

Not Exactly – But It Can Be Well-Planned Who doesn’t love the ease of an all-inclusive vacation? You choose your destination, book your excursions, pack your bags, and when you arrive – voilà! Everything is already planned, paid for, and ready to enjoy. No surprises, no extra decisions. Just follow the plan and relax. Wouldn’t it be nice if retirement …