ELEVATED INSIDER

It’s a running joke in our office that I can’t resist an opportunity to talk about how much I love summer. Therefore, I won’t tell you how much I love summer. I just won’t do it here. That said, here we are. As I sit down to gather my thoughts I’m reminded of a few obvious realities: life moves fast and we’re powerless to it.

I went to college at the University of Kansas. If you’ve spent much time on that campus you know how windy and bitterly cold it can get during the winter. In fact, there’s a spot on campus that was affectionately called ‘the wind tunnel’. So when winter hit at KU, it HIT. One of my most vivid memories of being on campus was a day that followed a long, hard winter. I was walking to class and was instantly overwhelmed by the feeling of…nothing. I took my coat off so that I only had on a t-shirt and what I felt was nothing. The air was finally warm enough that it didn’t feel cold on my skin. It was the most stunning sign of summer’s arrival that I’d ever felt and it was silly how normal and uneventful it really was. Yet there I was, feeling like I’d never felt comfortable in my entire life until that moment. It was perfect.

As I consider what a successful retirement looks like, I’m hoping that it feels like that summer day on KU’s campus. I hope you have moments when you feel so comfortable, and the day feels so uneventful, that it’s perfect. Sure, nothing in life is perfect, but that moment when you’re safe and secure enough in your planning that you’re able to bask in the peace of it all, free from worry or regret, I hope you get to that place every now and then. And I hope we can help you get to that place. That’s why I do what I do, so that you can feel that feeling.

This edition of the Elevated Insider brings you several helpful articles. In the Briefcase Study, we look at a Social Security strategy called ‘Reversing the Tax Torpedo’ and in Back to the Basics, we address the question surrounding when to retire. We hope each of these topics sheds some light on the art and science of both getting to retirement and staying retired.

The Elevated Insider does not happen without you. Sure, it’s being delivered to your home and for your benefit, but without your support of the work we do we’d have no reason to carry out any of our mission. So thanks for what you do so that we can do what we do. I hope you enjoy summer just as I do, but I won’t mention that here. It’ll be our little secret.

Briefcase Study: The Tax Torpedo

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2019, Summer 2019 | No Comments
In a recent meeting with a family we serve, the conversation - as it often does - turned to Social…

Back to the Basics: Seven Factors in Determining Retirement Age

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2019, Summer 2019 | No Comments
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a…

Fall Festival Date Change

| Articles: Kansas City Office, Summer 2019 | No Comments
The 2019 Fall Festival will be held on Tuesday, October 29.  Please update your calendars.

Update Make A Wish 2018

| Articles: Kansas City Office, Summer 2019 | No Comments
Thank you again for helping make Connor’s wish to go on a DISNEY CRUISE possible. We couldn’t have done it…