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How Your 401(k) Deceives You
So much has changed in the past three or four decades when it comes to retirement. For one, there was…
![Featured image for “Prepare For a Loved One’s Long Term Care by Preparing Yourself First”](https://elevatemyretirement.com/wp-content/uploads/2024/06/prepare.gif)
Prepare For a Loved One’s Long Term Care by Preparing Yourself First
My, how times have changed. There once was a time when nursing homes were not what they are today. When…
![Featured image for “Back to the Basics: Tax Planning Opportunities for Retirees”](https://elevatemyretirement.com/wp-content/uploads/2024/06/B2B-TaxCut.jpg)
Back to the Basics: Tax Planning Opportunities for Retirees
Most people probably don’t consider this, but the single largest expense every year for a successful retiree isn’t putting fuel…
![Featured image for “Briefcase Study: A Hybrid Retirement”](https://elevatemyretirement.com/wp-content/uploads/2019/03/BRIEFCASE.jpg)
Briefcase Study: A Hybrid Retirement
When shopping for a new car, buyers are now faced with many more choices than whether to get the blue…
Special Reports
Browse all special reports![Featured image for “Report: Second Quarter Economic Update”](https://elevatemyretirement.com/wp-content/uploads/2018/12/Report-1.jpg)
Report: Second Quarter Economic Update
A new US president and the winding down of most government-led pandemic safety measures welcomed investors to 2021. As we…
![Featured image for “Report: First Quarter Economic Update”](https://elevatemyretirement.com/wp-content/uploads/2018/12/Report-1.jpg)
Report: First Quarter Economic Update
What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the March 2020 equity…
![Featured image for “Report: Proactive Year-End Tax Planning for 2020 and Beyond”](https://elevatemyretirement.com/wp-content/uploads/2018/12/Report-1.jpg)
Report: Proactive Year-End Tax Planning for 2020 and Beyond
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…
![Featured image for “Report: Making a Difference – Surprise Video Message”](https://elevatemyretirement.com/wp-content/uploads/2018/12/Report-1.jpg)
Report: Making a Difference – Surprise Video Message
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…
Newsletters
Browse all newsletters![Featured image for “2024 Summer Newsletter: Kansas City”](https://elevatemyretirement.com/wp-content/uploads/2019/01/newsletters.jpg)
2024 Summer Newsletter: Kansas City
On the Move This Summer Summer is coming into full swing and that means it’s time for summer travel. Whether…
![Featured image for “2024 Spring Newsletter: Salt Lake City”](https://elevatemyretirement.com/wp-content/uploads/2019/01/newsletters.jpg)
2024 Spring Newsletter: Salt Lake City
My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to…
![Featured image for “2024 Spring Newsletter: Kansas City”](https://elevatemyretirement.com/wp-content/uploads/2019/01/newsletters.jpg)
2024 Spring Newsletter: Kansas City
Do you remember being young and…broke? Whether it was when you were 12 and mowed a neighbor’s lawn for a…
![Featured image for “2024 Winter Newsletter: Kansas City”](https://elevatemyretirement.com/wp-content/uploads/2019/01/newsletters.jpg)
2024 Winter Newsletter: Kansas City
I don’t have to tell you how quickly 2023 passed us by. It seems like we just ushered in the…
Podcasts
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Scott Dougan
Managing Partner
Kansas City
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Sean P. Lee
Managing Partner
Salt Lake City
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