Resources: Salt Lake City

Recent Articles

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Briefcase Study: Are You A Caregiver? Consider the Platinum Rule

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Spring 2021, Spring 2021 | No Comments
In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead.…

Back to the Basics: Why Buying Luxury Items Is Less Harmful at 62 Than at 22

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Spring 2021, Spring 2021 | No Comments
This rant may come as a surprise to you, at least coming from me. It’s actually a little surprising to…

Elevated Financial Wellness

| Articles: Salt Lake City Office, SLC Spring 2021 | No Comments
Our firm is excited to announce the launch of Elevated Financial Wellness!  Studies show that eighty percent of employers’ report that…

Can There Be a Retirement Planning Formula?

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
For years, I’ve been on a quest to determine the optimum set of inputs to design the ideal retirement plan.…

Special Reports

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

| Special Reports: Salt Lake City Office | No Comments
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 Spring Newsletter

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ELEVATED INSIDER Walk outside. Do you smell that? Fresh-cut grass, turned-over dirt, worn leather, peanuts… It’s baseball season! The most…

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

| Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office, SLC Summer 2020 | No Comments
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I…

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