Resources: Salt Lake City

Recent Articles

Love Is A Verb: Caring For Others By Helping Them Plan

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A friend’s grandmother, Mary, recently passed away at the age of 99. A kind, service-oriented woman who packed two lifetimes into her one, she exemplified what it means to have...

Diversification: Always Something To Celebrate (And Apologize For)

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This may feel like an old, well-worn topic, but please bear with me; I hope to present a new twist. Diversification is a time-tested way for investors to manage the...

Healthcare May Be Broken, But Your Retirement Plan Doesn’t Need To Be

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Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes, and you’ll be fine. It sounds so simple, and it...

Match the Money to the Need

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I did a radio show interview a few years ago and the host of the show asked me, “What’s one piece of advice you’d offer retirees who are concerned about...

Special Reports

Report: Proactive Retirement Planning

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The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to...

Report: Funding Your Retirement

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It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan. Financial...

Report: Helpful Information for Filing 2019 Income Taxes

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Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019 Tax planning should always be a key focus when reviewing your personal financial situation. One of our...

Report: Welcome to 2019

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We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers us the opportunity for a fresh start. As always, our primary goal this...

Latest Newsletter

2019 Spring Newsletter

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ELEVATED INSIDER Spring is in the air. Flowers are blooming, trees are budding, birds are chirping….and someone just yelled, “Play ball!” It’s baseball season – my favorite time of year....

2019 Calendar of Events

Friday, June 7th

Annual Rise Against Hunger®
Client meal packing event

Tuesday, June 28th

‘Half Time Report’ event

Saturday, September 7th

Annual Client Golf Outing

Wednesday, December 11th

Year End Tax Planning event