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Rise Against Hunger®

In Articles, Articles: Salt Lake City Office, SLC Summer 2019 by Scott Dougan

This year’s Rise Against Hunger® meal packing event was another huge success!  We were able to pack 20,000 meals in about an hour and a half, which was record time not only for us, but it was the quickest time the rep from Rise Against Hunger® has ever been part of. We definitely couldn’t do this event without the help …

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Employee Spotlight: Liz Kirkby

In Articles, Articles: Salt Lake City Office, SLC Summer 2019, Team Spotlights by Scott Dougan

Liz Kirkby Client Relationship Manager Liz is a native Utah girl, although she has spent many years living in California and Nevada as well. She received her Bachelors in Math Education from BYU and is currently working on a Masters in Management and Leadership. Liz currently lives in Saratoga Spring and has 6 children. She enjoys singing karaoke, eating chocolate, …

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Employee Spotlight: Trent Colledge

In Articles, Articles: Salt Lake City Office, SLC Summer 2019, Team Spotlights by Scott Dougan

Trent Colledge Investment Advisor Representative Trent was born and raised in Utah and loves living in the Beehive state. He graduated from Utah Valley University with a degree in Personal Financial Planning and became an Accredited Financial Counselor (AFC®) while pursuing his degree. Trent and his wife Morgan are expecting their first child this year, and hope to raise her …

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Briefcase Study: The Tax Torpedo

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2019, Summer 2019, Tax Planning by Scott Dougan

In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best to begin receiving Social Security benefits at age 62 or wait until age 66 and 6 months, their Full Retirement Age (FRA) with Social Security. I was reminded how important …

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Back to the Basics: Seven Factors in Determining Retirement Age

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Retirement, SLC Summer 2019, Summer 2019 by Scott Dougan

Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’ a litany of decisions arise that must be carefully …