Employee Spotlight: Sharley Hartley
Sharley Hartley Financial Paraplanner Sharley grew up in Utah enjoying all of the many things it has to offer. She studied Psychology and Criminal Justice before realizing the financial world is where she wants to be. After obtaining her Series 7 and 63 and working as a broker she decided to get into financial planning. When out of the office …
Employee Spotlight: Aisha Bair
Aisha Bair Director of Client Services Aisha came from a small mountainous town called Bend, Oregon. She went to SUU for Business Management and is working on her degree. She and her husband, Andrew, have a daughter named Maya. They love to bake and cook as a family. Aisha enjoys teaching Maya how to sing and play piano as well …
2019 Spring Newsletter: Salt Lake City
ELEVATED INSIDER Spring is in the air. Flowers are blooming, trees are budding, birds are chirping….and someone just yelled, “Play ball!” It’s baseball season – my favorite time of year. And I’m lucky enough to have a son who loves the game as much as I do. I’m coaching his Pee Wee baseball team again this year and we’re having …
Match the Money to the Need
I did a radio show interview a few years ago and the host of the show asked me, “What’s one piece of advice you’d offer retirees who are concerned about planning their retirement?” It’s a fair question but admittedly difficult to answer in an era of sound bites. In an interview like that, I’m thinking about what the perfect answer …
Back to the Basics: Revisiting an Enduring Strategy
In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool to the toolbox, I read further. What the article was sharing was a strategy that isn’t ‘New’, but it’s one that we’ve been using since the day Elevated Retirement Group’s …
Briefcase Study: Those Pesky Remaining Debts
Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot of sense, both financially and psychologically. In a recent meeting, we not only discussed this but put a plan together that was well received by the family, so we thought …
Retirement Plan Buyer’s Guide
Car buyers use them and so do people shopping for appliances. The buyer’s guide can be an extremely valuable resource for the person who wishes to compare and contrast the options available to them. But what about retirement plans? Is it possible to test-drive various options for converting one’s nest egg into an income for life? While I’m not aware …
Is Estate Planning Only For Rich People?
I recently had the pleasure of teaching two classes called ‘Your Retirement And Taxes.’ In the classes, we sought to deepen our understanding of how our tax system works as it pertains to investments and income sources, as well as consider some strategies available to a retiree to pay only their fair share of taxes during retirement. While the subject …
Report: Funding Your Retirement
It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan. Financial woes combined with the fact that the U.S. population is continuing to age, means that there are fewer working-aged people remaining to contribute to our social security systems. On a …
The Roth IRA Is Taking Your Medicine
Taxes, taxes, taxes. When we celebrate Independence Day each year, it’s easy to focus on the fireworks and forget that much of our dispute was over taxes. After all, wasn’t that part of the deal when we declared to the British that we wanted to see other people? That ‘taxation without representation’ thing, right? Well, in the hundreds of years …
