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Briefcase Study: “So, compared to others, how are we doing?”

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

This question came up recently and it comes up often and I love it when people have the courage to ask. Don’t you secretly want to know if you’ve saved more than your friends or if your income is higher? It’s easy to tell if your house is bigger or if your car is more expensive. But when it comes …

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Client Spotlight: Tom and MaryKaye

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

England, Scotland, Ireland Tom, who worked in social services and at Primary Children’s Hospital and MaryKaye, who ran a Preschool program and taught the Pre-K4 class, finally made the decision to head down the road of ‘official’ retirement. One of their first adventures included a trip to the UK to visit their youngest daughter, who is there working on her …

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State of the Union

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

Join Us December 4th Salt Lake Community College Miller Campus 9750 South 300 West Draper, UT 84020 We will be doing an end of year ‘State of the Union’ event with our Chief Investment Officer; Mike Sorrentino on December 4th. This event will allow clients and prospects to hear from Mike and get his thoughts on what happened in 2019 …

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2019 Fall Newsletter: Salt Lake City

In Newsletters: Salt Lake City Office by Scott Dougan

ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to school August – this year our son, Michael, is in 2nd grade and our daughter, Coraline, is in 5th grade (her last year in elementary school). After playing in both spring and summer leagues, Michael has put baseball on the …

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Report: Planning for Your Retirement

In Retirement, Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of …

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Report: Quarterly Economic Update

In Special Reports, Special Reports: Salt Lake City Office by Scott Dougan

Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. The Dow Jones Industrial Average (DJIA) enjoyed its largest June gain since 1938 and the S&P 500 experienced its best first half in two decades. (Source: CNBC.com 6/28/2019) Concerns of an …

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27 Retirement Risks: Which Is (Arguably) Most Damaging

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Retirement by Scott Dougan

Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks are. This recognition allows us to begin hedging against risks as best we can, through prudent planning. Before we get started, we must first agree on the desired outcome of …

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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 …