Category: Financial Planning

If you’re one of those inhabiting Utah in your golden years, taxes are probably the last thing on your mind. Here’s what you need to

It may seem straightforward, but there are many complicated dimensions regarding Social Security for widows. In this blog, we’ll discuss the “Widow’s Gap” and how

Does this sound like you? You’re a dutiful Northrop Grumman employee who has worked hard and dedicated long hours to the company. You’ve worked for

In this blog we will discuss a tax strategy that employees participating in the Northrop Grumman 401(k) should know about. Northrop Grumman employees who are

It’s not the first place that comes to mind, but retiring in Utah has some very distinct advantages. In this article, we’ll discuss the financial

Have you ever had a period of time when you had tons of medical expenses? I recall one time a friend’s brother was rocking out

We comment quite a bit on charitable giving, as our mission is to inspire the charitably-minded to maximize their giving potential. One of the most

The SALT cap became law in 2017, limiting state and local tax (SALT) deductions to $10,000 ($5,000 for married filing separately). This hit residents in

There are a variety of changes that come with being a new dad. Many you’ll never be able to prepare for in advance, while others

As a financial advisor for widows, I am constantly hearing about widows being preyed upon in their moment of weakness by agents aggressively trying to