
The “Death Tax”
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
Get our monthly newsletter that brings you news and tips from Rock House Financial.
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
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
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
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
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
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
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
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
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
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