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Popular posts:
The complete guide to losing a spouse who owns a business 
What you need to know about the Utah passthrough entity tax 
7 rookie mistakes people make when receiving an inheritance 
7 Warning Signs You May be Working with the Wrong… 
How to Choose an Executor for Your Estate (5 Tips) 
5 Ways to Stay on Track and Keep Your Retirement Date 
Everything you need to know about retiring in Utah 
An IRA for Business Owners … And Other Financial… 
What is the best vehicle to use for charitable giving? 
How a Certified Financial Planner™ Professional Can… 
How do I utilize the 401(k) plan startup tax credit?
The 401(k) Plan Startup Tax Credit is a federal tax credit provided by the U.S. government to incentivize small businesses to establish and maintain 401(k) …
Should you hire a financial advisor or do it yourself?
Once you have accumulated a significant amount of capital, or you have a pressing financial question you can’t answer, it’s natural to ask yourself whether …
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 …
Lessons From the Cherry Orchard…
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 …
How does IRMAA impact Medicare – what Retirees need to know
Everybody knows “Uncle Sam” and how unforgiving he can be with taxes, but how many people know about “Aunt IRMAA”? In this blog we’ll talk …
Five questions your CPA should be asking you
Here are five questions we wish more CPAs would ask their retired clients. Is your CPA asking you these questions? #1 If you were to …
Does Utah have a retirement tax?
If you’re one of those inhabiting Utah in your golden years, taxes are probably the last thing on your mind. Here’s what you need to …
What you need to know about the Widow’s Cap and Social Security for Widows
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 …
Help – my Northrop Grumman company stock has a huge capital gain!
Does this sound like you? You’re a dutiful Northrop Grumman employee who has worked hard and dedicated long hours to the company. You’ve worked for …
Advisor Spotlight: Zach Nelson
In April 2023, we celebrated 25 years since the founding of Rock House Financial. They were humble beginnings—effectively just Bob and a telephone. But through …
Must Know: 401(k) Tax Strategy for Northrop Grumman Employees Near Retirement
In this blog we will discuss a tax strategy that employees participating in the Northrop Grumman 401(k) should know about. Northrop Grumman employees who are …
Everything you need to know about retiring in Utah
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 …