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SECURE 2.0 Act

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2023, Tax Planning, Winter 2023 by Scott Dougan

Congress recently passed SECURE 2.0 Act, which includes over 90 new provisions for retirement plans. The goal is to help improve Americans’ retirement savings. This effort is a continuation of the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law back in December of 2019.    We wish to highlight just some of the notable …

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Looking Forward In 2023

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2023, Tax Planning, Winter 2023 by Scott Dougan

Let’s be blunt: 2022 was rough for many investors. With many of the year’s events unforeseen and unfavorable, this was a year we’d like to soon forget. That said, many of the opportunities in 2023 are the direct result of some of the challenges that 2022 brought us, and as we enter the new year, some of these challenges remain. …

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Back to the Basics: 10 Ways To Improve Your Family’s Future, Starting With You

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Winter 2023, Winter 2023 by Scott Dougan

I’m yet to meet somebody who doesn’t want a brighter future for his or her family. Let’s face it; changing other people to see your point of view isn’t easy. In fact, it’s nearly impossible. Because of that sobering reality, the best chance we have to improve our family’s future is to look inward and start improving ourselves. As Gandhi …

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Briefcase Study: The Aspect of Debt You May Not Have Considered

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2023, Winter 2023 by Scott Dougan

If you’re like many of our fellow Americans, you’re considering what rising inflation, a declining stock (and bond) market, and higher interest rates mean to you and your financial choices. And while there are a lot of varied consequences to this new ‘normal’, I think we can agree that one big change is that it’s immediately more painful to borrow …