Resources: Salt Lake City

Recent Articles

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Retiring At A Time Like This?

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Anytime a person utters the phrase, “This time it’s different” I get a little skeptical. I’ll bet you do too.…

Rent A Dumpster, Change Your Life

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A good friend woke up one day with the fire in his belly to get his financial life moving forward…

Income Backwardization

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As I’ll often do, I recently carved out time to review the latest in retirement income planning research (Some people…

Forecasting the Weather and Pending Economic Collapse

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Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the…

Special Reports

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Report: Special Tax Report

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Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…

Report: Secure Act of 2019

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SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by…

Report: 2019 Year End Tax Planning

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YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year,…

Report: Quarter in Review

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Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the…

Latest Newsletter

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2020 Spring Newsletter

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ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and…

2020 Winter Newsletter

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ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also…

2019 Fall Newsletter

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ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to…

2019 Summer Newsletter

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ELEVATED INSIDER As a kid I longed for summer – no school, no homework, no set schedules. Just long days…

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