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We’re Moving!

In Articles, Articles: Salt Lake City Office, SLC Summer 2023 by Scott Dougan

It’s official – we’re moving! Thanks to wonderful clients like you, we have outgrown our current workplace and have found a building that will accommodate us. Elevated Retirement Group & Elevated Capital Advisors will be relocating to: 11925 South 700 East Draper, Utah, 84020 We hope to be fully moved in late summer/early fall so keep an eye out for …

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Money, Health, and the Hedonic Treadmill

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

Much has been written about the real or perceived links between money and happiness. In a nutshell, once basic needs are met, more money doesn’t strongly correlate to more happiness. But what about health? Does having more money equate to improved health and wellness? Again, there can be a link, but it’s not a universal one. What is fascinating about …

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2023 Summer Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

No matter what you seek to do in life, there’s likely a path available to you to make it happen. Whether it’s completing a 5K or restoring a classic car, there’s a process that can help you get from here to there. So, with summer upon us, what better time is there to lace up your shoes or begin disassembling …

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Briefcase Study: Clutter: When Too Much Is Just Not Enough

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2023, Summer 2023 by Scott Dougan

Clutter: When Too Much Is Just Not Enough  It may be time to declutter. Nobody is forcing you to declutter, but if I were to guess, I bet you’re probably feeling that desire on some level. You may have done some decluttering during the pandemic, but clutter doesn’t rest; it grows and sneaks up on you. Looking back, we spent …

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Back to the Basics: Key To Success

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2023, Summer 2023 by Scott Dougan

Key To Success: Get Organized Financially If you’ve ever witnessed or even participated in a catch-a-pig contest, it can be quite exciting. The chaos of watching – and hearing – little pigs trying to outrun little kids is truly something to behold. The pigs clearly don’t want to be caught while the kids enjoy what seems like an easter egg …

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Rise Against Hunger 2023 was a HUGE success! 

In Articles, Articles: Salt Lake City Office, SLC Summer 2023 by Scott Dougan

Again, we can’t thank those that joined us for the event enough. About 80 people came to our event. You helped measure food, seal packages, box up meals and stack heavy boxes on pallets. These pallets of food will be transported by boat to Rise Against Hunger’s partnering countries. Not only do they send food, but the non-profit also provides …

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2023 Summer Newsletter: Salt Lake City

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

Thank you to everyone who joined us on June 30th to package meals for the hungry. Working with Rise Against Hunger we were able to package 25,000 meals to be sent overseas to countries in desperate need of food and other assistance. This organization is near and dear to me personally. Almost nine years ago I lost a close friend …