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2023 Spring Newsletter: Salt Lake City

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

Spring has finally arrived! It typically signifies births and new beginnings. However, for our family, this spring brings with it a few big endings. Our oldest, Coraline, will be graduating eighth grade next month, ending her middle school years and sending her towards high school with a summer full of practices and preparations for Fall. I can honestly say that …

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Selling Discontent

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

I’m susceptible and I’ll bet you are too. It’s deafening when you begin to hear it; its influence is almost overwhelming once you begin to feel it. What is this force that’s being used to keep you perpetually off-balance? Allow me to offer a few examples: if you’re not moving forward, you’re falling behind. If you’re eating that, you’re getting …

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Old Music Is Better Than New Music – Why Investing Is Different For Retirees

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

Everybody knows that old music is far better than new music. In fact, can you even call this new stuff music at all? It’s just noise. Said every generation ever. Elvis was practically criminal when he came on the scene, The Beatles were credited with destroying a generation of kids, and Madonna turned daughters against parents all over the world. …

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Event Updates

In Articles: Kansas City Office, Community Involvement, Spring 2023 by Scott Dougan

You’re invited! New Office Open House Thursday, April 13th, 2:00 – 5:00 pm The dust has all settled and we are so excited to have you stop by and see our new space. Light snacks served. 5200 W 94th Terrace, Suite 208 Prairie Village, KS 66207 Harvesters We packed approximately 1,750 BackSnacks for local children who experience hunger. Thank you …

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Back to the Basics: Why A Successful Retirement Starts with Income Planning

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

There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do we need? Will I have enough? What if there’s a major healthcare, stock market, or inflationary event that threatens what we’ve saved? While all of these questions are certainly different …

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Briefcase Study: Team of Three: Who’s in Your Financial Planning Trio?

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

There’s such power in the number three. Whether in literature, joke telling, the meats of a club sandwich, or nature itself, three represents completeness, rhythm, and strength. In fact, the triangle is the strongest geometric shape; you see the triangle in roof trusses and bridges. There’s just an elegance and magic to it that is so easily overlooked. We see …

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Welcome Lindsay Platt

In Articles: Kansas City Office, Spring 2023, Team Spotlights by Scott Dougan

Welcome to the Team Lindsay Platt Lindsay provides administrative support to our client accounts. She has nearly eight years of administrative experience working in financial services, and she truly enjoys building strong relationships with clients. Lindsay was born and raised in the Kansas City area and graduated from Pittsburg State University. She and her husband, Aaron, have two children, Stella …

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2023 Spring Newsletter: Kansas City

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

We did it; we made it to another spring! We should congratulate ourselves. I recently heard someone say, “If you survived February, you’re probably going to live another year.” Boy, that sure feels true when winter just doesn’t seem to want to end. As is always the case, the world remains a wild and ever-changing place. The financial consequences of …