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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 ...
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Business Owners

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, ...
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This man is puzzled by the tax impact of selling a business. Financial Planning

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 ...
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This article talks about social media influencer financial tips. Business Owners

7 things social media influencers need to know about their money!

With the boom of internet platforms such as YouTube, TikTok, and Instagram, there has been a new career category begotten: the social media influencer. In ...
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Losing a spouse is a traumatic and overwhelming event, especially if the spouse owned a business. Financial Planning

The complete guide to losing a spouse who owns a business

There’s no way to be fully prepared for a major life change such as the passing of a husband or wife. Most people don’t even ...
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One Golden Question Shines Financial Planning

During Times Of Uncertainty, Focus On What You Can Control

Current headlines and news stories can be pretty discouraging. There is a lot of fear and worry about what the future holds for our world ...
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Financial Planning Post-COVID COVID-19

Financial Planning Post-COVID

The coronavirus lockdowns provided somewhat of a time-out to sit and ponder priorities. You might be reassessing personal goals and aligning them with your financial ...
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2022 Market Is Unstable: Act Now to Protect Your Wealth Financial Planning

How to Protect & Grow Your Wealth in Uncertain Times

Investors face many challenges posed by an unstable financial market in 2022. Now is always the best time to act to protect your wealth and ...
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New Tax Laws in Utah: How Will They Affect You? Financial Planning

New Tax Laws in Utah: How Will They Affect You?

It’s January and we’re well into the season of new tax laws. In Utah, 2022 will bring tax changes that could positively or negatively impact ...
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Rock House - Roth IRA Financial Planning

2022 May Be the Time for a Roth Conversion

If you make too much money to qualify for a Roth IRA and have considered doing a Roth conversion to save on taxes, 2022 may ...
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End-of-Year Strategies: How to Prepare your finances for 2022 Financial Planning

End-of-Year Strategies: How to Prepare your finances for 2022

The next calendar year is coming up fast! The weeks between now and 2022 are going to be filled with holiday planning, celebrating and festivities. ...
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Donating Highly Appreciated Stock to Charity Financial Planning

Donating Highly Appreciated Stock to Charity

With the weather turning colder in Utah and December being here upon us, it is time to finalize your end-of-year tax planning. Part of that ...
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