Briefcase Study: What Is Your First Memory Of Money?
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 …
Building Your Money Machine
I’m admittedly not much of an inventor. If there’s a need to create something from nothing, there are brighter minds out there than mine. On the other hand, when I can see an idea or an object that already exists, I can usually appreciate its greatness and often even improve upon it. So when I came across this one idea, …
If Taxes Rise In The Future, Are You Prepared?
Much has been written and said about taxes. Nobody likes paying them, but pay them we must. Few people would volunteer to have a detailed discussion about taxes, but here we are, deciding whether to keep reading or just hit delete and hope the next Weekly is of a kinder and gentler nature. In light of the un-exciting nature of …
The Home Improvement Dilemma
There must be something in the air. Maybe it’s just the home improvement stores’ relentless advertising. Or could it be that we’re getting excited for spring to arrive? Whatever it is, quite a few of you are gearing-up for big home improvement projects. But before the roofers start swinging hammers and the bathroom contractors begin ordering cabinets, a number of …
Report: Special Tax Report
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to highlight tax savings opportunities and strategies so that you pay only your fair share of taxes and no more. This special report reviews some …
Client Spotlight: Claude and Ramona
Danube River Cruise After spending 40 years serving in the Army (24 in uniform and 16 as a Department of the Army Civilian) Claude and Ramona, who spent 20 years as an escrow officer, were able to travel to Europe and enjoy a seventeen-day Danube River Cruise. Their adventure started in Budapest, Hungary and took them all the way to …
Employee Spotlight: Melissa Ceballos
Melissa Ceballos, Director of Talent and Business Acquisition Melissa has nearly 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people! In everything she does her focus has always been on developing strong, meaningful, and long-lasting relationships to understand needs and align resources effectively. Melissa was born and raised …
Employee Spotlight: Daniel Allgaier
Daniel Allgaier, Financial Planner Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020. Daniel and his wife, Raina, …
Retirement Elevated Classes
Join Us. Plan for Your Retirement Today. Our two-session course will give you the tools, knowledge and confidence you need to plan a secure retirement. During this course, you will: • Discover how much money you will need to retire • Discuss Social Security claiming strategies • Learn how to avoid the 10 biggest retirement planning mistakes • Review strategies …
2020 Winter Newsletter: Salt Lake City
ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also focusing on our goals for the future. 2019 brought a lot of blessings, both professionally and personally. Our Elevated Retirement Group team grew from seven to 14 in just 12 months. But this also included saying goodbye to some of …
