Ep 106: Busy, Busy, Lee: An Update on Elevated Retirement Group

After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations.

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Will These News Headlines Matter for Your Finances in 2020?

No matter where you get your news, a few different storylines continue to dominate the headlines when it comes to finances in 2020. Let’s discuss three of the biggest topics of conversation this year and try to help you determine whether or not it matters for your retirement plan.

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Common Reasons People Stick the Wrong Financial Advisor

Picking the right financial advisor can be one of the most important decisions you make for your retirement, but many times we end up sticking with the wrong person. Many reasons cause can lead to this, but we often justify our decisions with a few common excuses. Let’s look at some of the common ones we hear from clients.

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