Blog

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, […]

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 […]

4 Real-Life Scenarios of What Can Happen When You Don’t Have an Estate Plan

Jun 22, 2020
A bucket list includes all the things you hope to accomplish in your lifetime – dream trips, family plans, personal […]

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 […]

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 […]

What We Can Learn from Past Market Downturns

May 11, 2020
Comparing the stock market to a roller coaster ride would be valid. The ups are fun, and the downs can […]

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 […]

Federal Student Loan Payments Suspended in Wake of Coronavirus Crisis

Apr 20, 2020
The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law in late March offers multiple forms of economic […]

COVID-19 and the Stock Market: What You Need to Know Now

Apr 13, 2020
It’s been wild couple of weeks in the stock market. There is a lot of noise and a lot of […]

An IRA for Business Owners … And Other Financial Planning Perks

Mar 23, 2020
Running your own business isn’t easy. Whether you’re a one-man show or have 100 employees, there is no shortage of […]