Maximizing Your Charitable Tax Deductions Using a Donor Advised Fund
Donor Advised Funds can help maximize the tax deduction on charitable donations
We're Back In Draper
Expansion of the Premium Assistance Tax Credit
President Biden signed the $1.9 trillion American Rescue Act bill. One of the notable parts of the bill includes temporary enhancements to the Premium Tax Credit.
We've Moved!
We are moving to a new location in Draper, just a mile or so from our current office.
21 Money Savings Tips
Improving your cash flow is the first step to becoming financially independent. Here are 21 money savings tips you can implement right away:
Estate Planning as COVID-19 Continues: What You Need to Know
As the COVID-19 pandemic persists, we are thinking about worst-case-scenarios for our families, disabling illnesses, and mortality. Is this the right time to create your estate plan?
Signs of a Sustainable Recovery
With so many uncertainties still revolving around COVID-19, we’ve been surprised at the magnitude of the stock market recovery over the past 4 months.
We're In a Bear Market - Here's What You Can Do
The past three weeks haven’t been fun. COVID-19 has impacted the stock market in a historical way. We can’t control the panic selling that is driving the markets down, however, we can control our response. And this swift drop in the market can actually present some opportunities.
When Do-It-Yourself Estate Planning Is The Right Choice: Utah’s Statutory Power of Attorney and Advanced Health Care Directive
How Should I Plan For Long-Term Care?
How a Modern Financial Planner is like a Mountain Guide with GPS
The Stock Market is at an All-Time High, What Should I Do Now?
Where is the Best City to Retire in your State?
Do I Need an Annuity?
Tax Diversification
Bad Is Stronger Than Good - Investing Version
What is an Estate Plan?
Ins and Outs of a Reverse Mortgage
Why Financial Planning Requires a Level of Sacrifice
