Category: Financial Planning

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

May 4, 2021
Building wealth requires making prudent financial decisions, but when you make good financial decisions is just as important as what […]

What this Financial Advisor in Utah Wants Every Woman to Know About Estate Planning

Apr 19, 2021
Estate planning affects women differently than it does men. Not only do women generally live longer than men, but they […]

Financial Planner in Utah Shares 5 Money Mindsets That Can Hurt Your Future

Apr 7, 2021
As a Certified Financial Planner in Utah and founder of Rock House Financial, there are 5 money mindsets that I […]

5 Financial Threats You Don’t See Coming

Mar 22, 2021
We were all reminded last year that life doesn’t always go as planned. While there likely won’t be another year […]

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

Mar 10, 2021
Identity theft – the use of someone’s personal information to commit fraud – is widespread and on the rise. In […]

How to Protect Your Plans from Inflation

Feb 24, 2021
When planning for the future, it’s important to consider inflation. While we may not like it, life will be more […]

Tax-Planning Strategies in the Year of COVID, From a Financial Advisor in Utah

Feb 17, 2021
The COVID-19 pandemic that began in early 2020 exerted multiple impacts on businesses in Utah – many of them, unfortunately, […]

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

Jan 25, 2021
The executor of your estate is the person who will settle your affairs when you pass away. This person will […]

5 Exit Strategies for Selling Your Business

Jan 5, 2021
As a small business owner, much of your wealth and retirement planning likely hinge on the successful disposition of your […]

Rock House Financial’s Year-End Financial Planning Checklist

Dec 14, 2020
What a year 2020 has been. From an investing standpoint, it was quite the rollercoaster. Markets were at an all-time […]