How Automation Makes You a Better Investor – And How It Doesn’t

Jul 26, 2021
Money is emotional for a lot of people. And it’s these emotions that often get in the way of saving […]

With Skyrocketing Home Values, Insurance Policies Are Being Left Behind

Jul 20, 2021
Many homeowners’ insurance policies may be “woefully insufficient” due to a recent spike in Utah home values. While home sellers […]

What Is Inflation – And Why Is Everyone Talking About It?

Jul 19, 2021
Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a […]

Putting Couples on the Spot: Financial Planner in Utah Asks 4 Important Questions

Jul 14, 2021
As a financial planner in Utah for many years, it’s still surprising how many times we see couples on different […]

A Beginner’s Guide to Alternative Investments

Jul 5, 2021
Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets […]

Is a Roth Conversion Right for Me? 3 Reasons Why It Is and 3 Reasons Why It’s Not

Jun 21, 2021
When you first got started with your retirement planning, you may have asked yourself (and maybe even a financial advisor), […]

3 Ways to Take Social Security: Which Is Right for You?

Jun 15, 2021
While Social Security benefits are unlikely to fully fund your retirement, they nonetheless represent an important building block in most […]

What a Job Change Means to Your 401(k): Financial Advisor in Utah Gives 4 Examples

May 24, 2021
Changing jobs or plan to in the near future? If you have a 401(k) at your former (or soon to […]

Retirement Checkpoints: Age Milestones You Don’t Want to Forget

May 4, 2021
Building wealth requires making prudent financial decisions, but when you make good financial decisions is just as important as what […]

What this Financial Advisor in Utah Wants Every Woman to Know About Estate Planning

Apr 19, 2021
Estate planning affects women differently than it does men. Not only do women generally live longer than men, but they […]