Resources: Salt Lake City

Recent Articles

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UTAH FOOD BANK

| Articles: Salt Lake City Office, SLC Winter 2021 | No Comments
In 2020, Elevated Retirement Group shifted our charitable focus to our own backyard by teaming up with the Utah Food…

In Memoriam – Celebrating the Lives Of those We Lost

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2021, Winter 2021 | No Comments
It is with great sadness that we reflect on some of the wonderful friends we lost this year. All of…

Back to the Basics

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2021, Winter 2021 | No Comments
There’s an exciting new movement among young professionals who aspire to retire from their careers early … very early. Called…

Briefcase Study: From One Retiree To Another

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2021, Winter 2021 | No Comments
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

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Report: Proactive Year-End Tax Planning for 2020 and Beyond

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A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…

Half Time Report Webinar

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…

Report: Special Tax Report

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Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…

Report: Secure Act of 2019

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SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by…

Latest Newsletter

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2021 Winter Newsletter

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ELEVATED INSIDER A new year. Is it just me, or did this past year feel like more than 12 months?…

2020 Fall Newsletter

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ELEVATED INSIDER The days are getting shorter. The leaves are changing and falling. The mornings are crisp and cool. We’ve…

2020 Summer Newsletter

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ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I…

2020 Spring Newsletter

| Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office, SLC Spring 2020 | No Comments
ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and…

2020 Calendar of Events

Friday, June 7th

Annual Rise Against Hunger®
Client meal packing event

Tuesday, June 28th

‘Half Time Report’ event

Saturday, September 7th

Annual Client Golf Outing

Wednesday, December 11th

Year End Tax Planning event