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Financial Planning

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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Financial Planning

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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Financial Planning

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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News

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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Northrop Grumman is an aerospace company. Financial Planning

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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In this blog we discuss retiring in Utah. Financial Planning

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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News

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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Financial Planning

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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Financial Planning

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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This blog addresses Utah’s pass-through entity tax; you’ll learn what it is, how it works, etc. Financial Planning

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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This blog talks about financial tips for new dads. Financial Planning

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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Financial Planning

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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