Author: Zach Nelson

It’s Tax-Harvesting Season! Can It Save You Money? Certified Financial Planner Explains

Nov 15, 2021
The end of 2021 is quickly approaching and a new year is just around the corner. With that in mind, […]

Is a Roth Conversion Right for Me? 3 Reasons Why It Is and 3 Reasons Why It’s Not

Jun 21, 2021
When you first got started with your retirement planning, you may have asked yourself (and maybe even a financial advisor), […]

Retirement Checkpoints: Age Milestones You Don’t Want to Forget

May 4, 2021
Building wealth requires making prudent financial decisions, but when you make good financial decisions is just as important as what […]

5 Financial Threats You Don’t See Coming

Mar 22, 2021
We were all reminded last year that life doesn’t always go as planned. While there likely won’t be another year […]

Tax-Planning Strategies in the Year of COVID, From a Financial Advisor in Utah

Feb 17, 2021
The COVID-19 pandemic that began in early 2020 exerted multiple impacts on businesses in Utah – many of them, unfortunately, […]

Rock House Financial’s Year-End Financial Planning Checklist

Dec 14, 2020
What a year 2020 has been. From an investing standpoint, it was quite the rollercoaster. Markets were at an all-time […]

Rock House Resources: Preparing for Healthcare Costs in Retirement

Oct 26, 2020
For many Americans, navigating the maze of health insurance options – from employer-based plans to individual policies – can be […]

7 Company Perks You Shouldn’t Overlook – Especially Now

Sep 14, 2020
Sure, you may be taking advantage of your company-sponsored healthcare plan and 401(k), but there’s a good chance your employer […]

What an Early Withdrawal from Your Retirement Fund Really Means

Jul 13, 2020
Unemployment, a cut in hours and job insecurity have created financial stress for many families. To make ends meet, some […]

Why Investing at Low Prices Can Be a Good Thing

May 25, 2020
Stock market investors have watched broad market averages like the Dow Jones Industrial Average and S&P 500 plummet since early […]