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The complete guide to losing a spouse who owns a business by Nicole RobertsWhat you need to know about the Utah passthrough entity tax by Nicole Roberts
7 rookie mistakes people make when receiving an inheritance by Nicole Roberts
What is the best vehicle to use for charitable giving? by Nicole Roberts
Everything you need to know about retiring in Utah by Nicole Roberts
7 Warning Signs You May be Working with the Wrong… by Nicole Roberts
How to Choose an Executor for Your Estate (5 Tips) by Nicole Roberts
5 Ways to Stay on Track and Keep Your Retirement Date by Nicole Roberts
An IRA for Business Owners … And Other Financial… by Bob Aamodt
How a Certified Financial Planner™ Professional Can… by Zach Nelson
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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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