Recent Articles
It is with great sadness that we reflect on some of the wonderful friends we lost this year. All of…
Many of you already know Scott, but you may not know these fun facts: Scott was born in 1973 in…
There’s an exciting new movement among young professionals who aspire to retire from their careers early … very early. Called…
Your retirement will likely look very different from that of just about anyone else’s. After all, you’re you and they’re…
Special Reports
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…
Latest Newsletters
ELEVATED INSIDER Have we turned a corner? The ongoing COVID saga seems to have shifted into another gear. While reported…
ELEVATED INSIDER As the pandemic continues, the election coverage heats up, and the news cycle throbs with ‘this-is-all-important!’ furious excitement,…
ELEVATED INSIDER As America does its best to see itself out of this pandemic, we’re all being reminded that so…
ELEVATED INSIDER What can I say about COVID-19, the Coronavirus, that hasn’t already been said? The economy has nearly grinded…
