Recent Articles
It’s easy to think of retirement as one thing, one phase of life that we all aspire to experience. And…
When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80%…
If there’s one thing we all love, it’s a presidential election! The drama, the excitement, the intrigue...it’s a shame we…
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
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…
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…
SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by…
Latest Newsletter
ELEVATED INSIDER The days are getting shorter. The leaves are changing and falling. The mornings are crisp and cool. We’ve…
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I…
ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and…
ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also…
