Author: Nicole Roberts

What this Financial Advisor in Utah Wants Every Woman to Know About Estate Planning

Apr 19, 2021
Estate planning affects women differently than it does men. Not only do women generally live longer than men, but they […]

10 Things You Should be Doing to Protect Yourself from Identity Theft

Mar 10, 2021
Identity theft – the use of someone’s personal information to commit fraud – is widespread and on the rise. In […]

How to Choose an Executor for Your Estate (5 Tips)

Jan 25, 2021
The executor of your estate is the person who will settle your affairs when you pass away. This person will […]

Inheritances: 7 Real-Life Scenarios and 7 Rookie Mistakes

Dec 7, 2020
Receiving an inheritance is a blessing and an honor, but it can also be a confusing process, fraught with tough […]

Financial Advice for Entrepreneurs: How to Limit Conflicts in a Family Business

Nov 2, 2020
Family-run businesses are the backbone of the American economy. When they’re performing at their best, they’re a force to be […]

7 Warning Signs You May be Working with the Wrong Financial Advisor

Oct 7, 2020
There are several reasons why an advisor may be wrong for you, ranging from the inappropriate to the criminal. Generally, […]

5 Ways to Stay on Track and Keep Your Retirement Date

Jul 27, 2020
The COVID-19 pandemic has many people rethinking their retirement plans. The stock market has been unpredictable. It fell in March, […]

Retiring During COVID-19: 5 Tips from a Financial Advisor in Utah

Jun 15, 2020
The Coronavirus pandemic has changed a lot of things for a lot of people, but for anyone who was planning […]

Is Refinancing in Today’s Climate a Good Idea?

Apr 27, 2020
The COVID-19 pandemic has Americans reviewing many aspects of their life. But refinancing? Believe it or not, it’s been a […]

3 Tax-Saving Tips for Business Owners

Mar 17, 2020
Business owners understand the importance and value of their time and efforts. Whether onboarding a new client or employee, following […]