5 Tax Saving Strategies

How do the ultra-wealthy get away with paying fewer taxes than everyone else? Many people believe it’s because they use complicated, or questionable tax practices. But that’s not necessarily the case. In fact, many of the strategies the ultra-wealthy use to save a small fortune in taxes are also available to you. You just don’t know they exist, or you’re simply not taking advantage of them. On today's show, we'll cover 5 strategies that could potentially help you save a small fortune in taxes.

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How do the ultra-wealthy get away with paying fewer taxes than everyone else? Many people believe it’s because they use complicated, or questionable tax practices. But that’s not necessarily the case. In fact, many of the strategies the ultra-wealthy use to save a small fortune in taxes are also available to you. You just don’t know they exist, or you’re simply not taking advantage of them. On today’s show, we’ll cover 5 strategies that could potentially help you save a small fortune in taxes.

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Scott Dougan, RFC, Investment Advisor – Contact

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Financial Checklists and Important Birthdays

A new year means many of us are looking for ways to improve our financial lives in 2023. Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.

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Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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(913) 393-4724