Recent Articles
Every so often I’ll read an article sent to me that says something to the effect of, “The stock market…
A friend of ours had a wild experience when their cat brought a live chipmunk into their house and just…
Have you ever witnessed an emergency like a car accident or a person having a seizure or other medical issue?…
In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead.…
Special Reports
First Quarter 2021: What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the…
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…
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…
