How to Avoid Paying Taxes with Charitable Giving
Through the act of giving, we receive. How wonderful that this also applies when tax season rolls around. It’s that time again, so learn to
March 18, 2022
Blog & Podcast
Proactive Tax Planning for Wealthy Individuals
Wealthy people in Bountiful and surrounding areas need to think proactively about tax planning now more than ever. The current political situation is likely to
March 1, 2022
Potential Tax Law Changes Could Be On the Horizon
The big questions: Did the Build Back Better Bill pass? The short answer: No – it has not: it remains very much in question. Americans
February 18, 2022
Retiree Tax Document Checklist: What Documents Do I Need to File Taxes?
Filing taxes is a life-long responsibility; not one to fret, but one you can learn to enjoy and make beneficial to your retirement plans. There
January 25, 2022
A New Year’s Resolution: The Importance of Proactive Tax Planning
Every time you earn, spend, save, and invest your money there are tax implications. Almost every financial decision you ever make will be taxable. Instead
January 19, 2022
How to Hire the Right Financial Advisor to Manage Your Financial Future
Shopping for a financial advisor isn’t like shopping for a pair of shoes or a new car. If you try on the shoes and they
January 5, 2022
Getting Ready to Retire – How a Financial Advisor Can Help
If retirement planning seems overwhelming, you’re not alone and you don’t have to be, either. You’re about to take a huge step into the next
December 21, 2021
How Are Financial Advisors Compensated?
How are you compensated for your work? If you are like most working professionals, your main form of compensation is a weekly or bi-monthly paycheck
November 17, 2021
Why You Need a Fiduciary Financial Advisor to Manage Your Retirement
A Do-It-Yourself approach in certain circumstances can be an effective way to save money. Renting a moving truck and doing the lifting yourself is far
November 12, 2021
Most Popular Posts
How the Change in Retirement Laws Will Affect You
How the Change in Retirement Laws Will Affect You We trust everyone had a wonderful holiday season. Whether you reached your personal goals last
2022 in the Rearview
It’s no secret, 2022 was an unpleasant year for investors. The Dow Jones Industrial Average (30 stocks) and the broader-based S&P 500 (500 stocks spread
Six Steps To Estate Planning In Bountiful, UT
Did you know that the Covid-19 pandemic increased the overall U.S. awareness of the need to have a will, living trust, or other similar end-of-life
Is A Will the Same Thing as a Trust? No…
Though they are often mistaken for one another, a will and a trust are very different legal documents. Both are legal instruments that ensure any
Request your free portfolio analysis today.
Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.
