Resources: Salt Lake City

Recent Articles

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Three Stages of the Typical Retirement

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It’s easy to think of retirement as one thing, one phase of life that we all aspire to experience. And…

Sobering Statistics For Women, Maybe More So For Men

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When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80%…

Election and the Markets

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If there’s one thing we all love, it’s a presidential election! The drama, the excitement, the intrigue...it’s a shame we…

Briefcase Study: Can The Financial Markets Be Trusted?

| Articles: Kansas City Office, Articles: Salt Lake City Office, Fall 2020, SLC Fall 2020 | No Comments
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the…

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

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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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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

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ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and…

2020 Winter Newsletter

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ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also…

2019 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