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concerned man navigating tax filing Financial Planning

5 Financial Threats You Don’t See Coming

We were all reminded last year that life doesn’t always go as planned. While there likely won’t be another year like 2020, and hopefully never ...
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Financial Planning

10 Things You Should be Doing to Protect Yourself from Identity Theft

What we commonly call identity theft is the use of someone’s personal information to commit fraud, and unfortunately it is widespread and on the rise. ...
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diagram of increasing inflation Financial Planning

How to Protect Your Plans from Inflation

When planning for the future, it’s important to consider inflation. While we may not like it, life will be more expensive in 10, 20, and ...
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business owner reviewing financial plan COVID-19

Tax-Planning Strategies in the Year of COVID

The COVID-19 pandemic that began in early 2020 exerted multiple impacts on businesses in Utah – many of them, unfortunately, that are still going on. ...
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couple reviewing finances with advisor and possibly choosing an executor for their estate Financial Planning

How to Choose an Executor for Your Estate (5 Tips)

The executor of your estate is the person who will settle your affairs when you pass away. This person will help distribute your assets, sell ...
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Financial Analyst Rhett Sorensen News

Rhett Sorensen Joins the Rock House Financial Team

Rhett Sorensen is Rock House Financial’s newest team member, joining the firm in January as a financial analyst. Growing up in Kearns, Utah, Rhett has ...
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sign reading Business for Sale Business Owners

5 Exit Strategies for Selling Your Business

As a small business owner, much of your wealth and retirement planning likely hinge on the successful disposition of your business. But not all exit ...
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Dec 31 calendar on work desk Financial Planning

Rock House Financial’s Year-End Financial Planning Checklist

What a year 2020 has been. From an investing standpoint, it was quite the rollercoaster. Markets were at an all-time high heading into January, but ...
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Financial Planning

7 rookie mistakes people make when receiving an inheritance

Receiving an inheritance is a blessing and an honor, but it can also be a confusing process, fraught with tough decisions, temptation and of course, ...
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man writing check to a charity Financial Planning

Donating to Charity? Six Ways to Do So

At Rock House Financial, we believe that giving to charity is a wonderful thing. Not only are you enhancing the lives of others and making ...
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business owner reviewing documents with staff Business Owners

How to Limit Conflicts in a Family Business

Family-run businesses are the backbone of the American economy. When they’re performing at their best, they’re a force to be reckoned with. But when conflicts ...
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collage of words regarding medicare and open enrollment Financial Planning

Preparing for Healthcare Costs in Retirement

For many Americans, navigating the maze of health insurance options – from employer-based plans to individual policies – can be dizzying. Much of that changes ...
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