Recent Articles
In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead.…
This rant may come as a surprise to you, at least coming from me. It’s actually a little surprising to…
Our firm is excited to announce the launch of Elevated Financial Wellness! Studies show that eighty percent of employers’ report that…
For years, I’ve been on a quest to determine the optimum set of inputs to design the ideal retirement plan.…
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 Walk outside. Do you smell that? Fresh-cut grass, turned-over dirt, worn leather, peanuts… It’s baseball season! The most…
ELEVATED INSIDER A new year. Is it just me, or did this past year feel like more than 12 months?…
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…
