Get our monthly newsletter that brings you news and tips from Rock House Financial.
The complete guide to losing a spouse who owns a business 
7 rookie mistakes people make when receiving an inheritance 
What you need to know about the Utah passthrough entity tax 
7 Warning Signs You May be Working with the Wrong… 
Everything you need to know about retiring in Utah 
What is the best vehicle to use for charitable giving? 
How to Choose an Executor for Your Estate (5 Tips) 
5 Ways to Stay on Track and Keep Your Retirement Date 
An IRA for Business Owners … And Other Financial… 
How a Certified Financial Planner™ Professional Can… 
In this blog, we are going to discuss how much in taxes you would pay when selling your home. We’ll cover how to manage the
It may seem straightforward, but there are many complicated dimensions regarding Social Security for widows. In this blog, we’ll discuss the “Widow’s Gap” and how
It’s not the first place that comes to mind, but retiring in Utah has some very distinct advantages. In this article, we’ll discuss the financial
Congratulations to Rhett Sorensen, who passed his CFP® exam in November and now officially holds the CERTIFIED FINANCIAL PLANNERTM designation. CFP® certificants must meet rigorous education, training
Have you ever had a period of time when you had tons of medical expenses? I recall one time a friend’s brother was rocking out
We comment quite a bit on charitable giving, as our mission is to inspire the charitably-minded to maximize their giving potential. One of the most
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
As a financial advisor for widows, I am constantly hearing about widows being preyed upon in their moment of weakness by agents aggressively trying to
Becoming a widow is something that few expect and nobody can truly prepare for. Especially if the loss was sudden, you may not know where
Sale of a business for many people is the largest tax event they will ever realize over the course of their lives. In this article
