The “Death Tax”
Bob Aamodt
August 3, 2023
Given the current political environment, there will be a lot of press in the next 2.5 years about the “Death Tax”. These headlines make it seem
Author: Bob Aamodt
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Bob Aamodt
August 1, 2023
What motivates Bob Aamodt in his financial advising career wasn’t born in a university classroom or in a fast-paced corporate office. Much of it came
What you need to know about the Utah passthrough entity tax
Nicole Roberts
November 4, 2022
The SALT cap became law in 2017, limiting state and local tax (SALT) deductions to $10,000 ($5,000 for married filing separately). This hit residents in
Financial Planning Post-COVID
Bob Aamodt
February 21, 2022
The coronavirus lockdowns provided somewhat of a time-out to sit and ponder priorities. You might be reassessing personal goals and aligning them with your financial
2022 May Be the Time for a Roth Conversion
Bob Aamodt
January 10, 2022
If you make too much money to qualify for a Roth IRA and have considered doing a Roth conversion to save on taxes, 2022 may
With Skyrocketing Home Values, Insurance Policies are Left Behind
Bob Aamodt
July 20, 2021
Many homeowners’ insurance policies may be “woefully insufficient” due to a recent spike in Utah home values. While home sellers may be having a heyday
What Is Inflation – And Why Is Everyone Talking About It?
Bob Aamodt
July 19, 2021
Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: Runaway inflation. But
Putting Couples on the Spot: Four Important Questions
Bob Aamodt
July 14, 2021
As a financial planner in Utah for many years, it’s still surprising how many times we see couples on different pages when it comes to
A Beginner’s Guide to Alternative Investments
Bob Aamodt
July 5, 2021
Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they
What a Job Change Means to Your 401(k)
Bob Aamodt
May 24, 2021
Changing jobs or plan to in the near future? If you have a 401(k) at your former (or soon to be former) company, you’ll need