Author: Nicole Roberts

The complete guide to losing a spouse who owns a business

Apr 20, 2022
There’s no way to be fully prepared for a major life change such as the passing of a husband or […]

During Times Of Uncertainty, Focus On What You Can Control

Mar 21, 2022
Current headlines and news stories can be pretty discouraging. There is a lot of fear and worry about what the […]

New Tax Laws in Utah: How Will They Affect You?

Jan 24, 2022
It’s January and we’re well into the season of new tax laws. In Utah, 2022 will bring tax changes that […]

Donating Highly Appreciated Stock to Charity

Dec 20, 2021
With the weather turning colder in Utah and December being here upon us, it is time to finalize your end-of-year […]

How Automation Makes You a Better Investor – And How It Doesn’t

Jul 26, 2021
Money is emotional for a lot of people. And it’s these emotions that often get in the way of saving […]

3 Ways to Take Social Security: Which Is Right for You?

Jun 15, 2021
While Social Security benefits are unlikely to fully fund your retirement, they nonetheless represent an important building block in most […]

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 […]