Category: Financial Planning
It’s Tax-Harvesting Season! Can It Save You Money? Certified Financial Planner Explains
The end of 2021 is quickly approaching and a new year is just around the corner. With that in mind, […]
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 […]
With Skyrocketing Home Values, Insurance Policies Are Being Left Behind
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?
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
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
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
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?
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
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
Building wealth requires making prudent financial decisions, but when you make good financial decisions is just as important as what […]