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Financial Planning

It’s Tax-Harvesting Season! Can It Save You Money?

The end of 2021 is quickly approaching and a new year is just around the corner. With that in mind, at Rock House Financial, it’s ...
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Financial Planning

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

Money is emotional for a lot of people. And it’s these emotions that often get in the way of saving for the future. As a ...
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homeowners insurance coverage Financial Planning

With Skyrocketing Home Values, Insurance Policies are Left Behind

Many homeowners’ insurance policies may be “woefully insufficient” due to a recent spike in Utah home values. While home sellers may be having a heyday ...
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Financial Planning

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

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: Runaway inflation. But ...
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couple reviewing retirement plans Financial Planning

Putting Couples on the Spot: Four Important Questions

As a financial planner in Utah for many years, it’s still surprising how many times we see couples on different pages when it comes to ...
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rock house alternative investments Financial Planning

A Beginner’s Guide to Alternative Investments

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they ...
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Financial Planning

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

When you first got started with your retirement planning, you may have asked yourself (and maybe even a financial advisor), “Is a Roth or Traditional ...
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planning for social security Financial Planning

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

While Social Security benefits are unlikely to fully fund your retirement, they nonetheless represent an important building block in most people’s retirement income plans. Many ...
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401k review with job change Financial Planning

What a Job Change Means to Your 401(k)

Changing jobs or plan to in the near future? If you have a 401(k) at your former (or soon to be former) company, you’ll need ...
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financial life planning Financial Planning

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

Building wealth requires making prudent financial decisions, but when you make good financial decisions is just as important as what the decisions are. Each decade ...
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financial planning for women in Utah Financial Planning

Four estate planning basics every woman should know

Estate planning affects women differently than it does men. Not only do women generally live longer than men, but they face other financial planning threats ...
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calculating your financial future Financial Planning

5 Money Mindsets That Can Hurt Your Future

As a Certified Financial Planner in Utah and founder of Rock House Financial, there are 5 money mindsets that I see hurt investors again and ...
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