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What you need to know about the Utah passthrough entity tax 
The complete guide to losing a spouse who owns a business 
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 
An IRA for Business Owners … And Other Financial… 
COVID-19 and the Stock Market: What You Need to Know Now 
How a Certified Financial Planner™ Professional Can… 
What Can Happen When You Don’t Have an Estate Plan 
Is Refinancing in Today’s Climate a Good Idea? 
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 …
Rock House Financial’s Rhett Sorenson earns CFP® Designation
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 …
What are health savings accounts?
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 …
What is the best vehicle to use for charitable giving?
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 …
What you need to know about the Utah passthrough entity tax
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 …
Financial tips for new dads
There are a variety of changes that come with being a new dad. Many you’ll never be able to prepare for in advance, while others …
Buying annuities: 5 reasons you should think twice
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 …
A guide to financial planning for widows + financial checklist
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 …
Should you hire an influencer marketing agency?
You started your Instagram page from your basement, pained for hours over getting just the right selfie and the best memes. Now after the blood, …
Strategies for reducing tax impact when selling a business
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 …