Elevate Wealth Advisors

01/15/2025

Another newsletter for our avid readers!
Thank you Paula Marie Usrey.

https://boomerbestu.com/wp-content/uploads/2025/01/Jan-2025-Newsletter-F.pdf

10/21/2024

https://youtu.be/lDxCxPjil7M?si=iBvsYGCiMUrI94pB
Our team would like to welcome our newest member, Krista Pucci. We are very excited to have her join us. The front of the house operations will be her purview; greeting you when you come in, talking to you on the phone and being a resource to assist you with your needs.
My 12-year-old son who likes to dabble with video creation, made this short video to help with the announcement of Krista's arrival to our team. Click the YouTube link below to view the 30 second video.
As always, we continue to have a team-based focus here at Elevate. We work together to collaborate to pull all our strengths together for a cohesive approach to assisting our clients with their needs. If you should have any questions, please don't hesitate to reach out to me and please do call or email Krista to welcome her aboard.
Our

Our team would like to welcome our newest member, Krista Pucci. We are very excited to have her join us. The front of the house operations will be her purvie...

10/15/2024

Issue number 67! Well done Paula Usrey.

https://boomerbestu.com/wp-content/uploads/2024/10/Oct-2024-news.pdf

Feature Story: Bonnie Tryon, who earned two master's degrees and is a Certified Health Education Specialist, used her expertise while working part-time in her community; however, her primary focus for several years was being a stay-at-home mom for her three children. Then, Bonnie became a widow. As she was working through the grieving process, she learned that she had bone marrow cancer. Now in partial remission, she credits her spiritual practices for helping her through a very challenging period.

Other: Also, read about the importance of forgiveness, learn how seasonal changes between Standard and Daylight Savings Time could affect your health, and potentially gain some new insights on grief and helpful ways to process it.

09/15/2024

Another great boomerbestu newsletter! Way to go Paula Usrey :)

https://boomerbestu.com/wp-content/uploads/2024/09/SEPT-24-PDF.pdf

07/08/2024

Ben recently did a 4 part series on our Playbook Process hosted by Jeff Nesler of 'Coming of Age' in NY.

You can now see all 4 of the videos of the broadcast on Youtube.
Ben says "warning, the videos are all an hour long"!!

In this four-part financial basics series, Secure Your Future, designed specifically for older adults, Benjamin James draws from the valuable insights in his...

06/27/2024

Leave Your Mark On Oregon City Personalize A Brick In The New Community Plaza Today Buy Now New Elevate Plaza Coming Soon Support The Project by Purchasing an Engraved Paving Stone Become a part of Oregon City’s legacy by purchasing a custom engraved brick for the new Elevate Plaza. This year we s...

06/13/2024

Interested in more insight to life beyond 50? Yes we are :)

Issue No. 63 from Boomer Best U has been released!

https://boomerbestu.com/wp-content/uploads/2024/06/June-24-PDF.pdf

06/06/2024

Celebrated our 10 year anniversaries for Daniel and Kay on Tuesday along with our annual shred day!

Weather 🥶 Shredding 😏 Celebrating two wonderful people 🤩.

Thank you to all those that came by to participate!

05/22/2024

05/17/2024

The Dow would reach 40,000 in the year 2000, and a depression call from seven years ago. “I make bold forecasts, and especially with things like [quantitative easing] and massive government intervention — yes, I'm going to miss some things.

Harry Dent. He made some big predictions but the one thing he got right was predicting the growth of the market. He just got the date wrong.

05/14/2024

Issue #62.

Always an interesting read and this is no exception.

What do you need to know about starting a business after age 50? Read on!

05/02/2024

Well this is fun, or at least as fun as finance gets :)

We got picked up for a 4 part series on the playbook from comingofage.org. I'm excited to share our process with a national audience! You've heard it all before but if you want to hear it again... click to register. First of 4 webinars is May 21st at 4:00 PST.

https://pssusa.org/event-archive/secure-your-future-a-4-week-financial-planning-series-for-older-adults-session-1/

Taking Charge: Understanding Your Goals & Objectives Does the thought of financial planning feel overwhelming? You’re not alone. In this four-week basics series Secure Your Future, designed specifically for older adults, Benjamin James will draw from the valuable insights in his book, The Playboo...