CERTIFIED FINANCIAL PLANNERS™: Are They Worth It?
Working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) is usually seen as a privilege only the very rich can afford. Having enough money that you need
August 11, 2021
Blog & Podcast
6 Reasons to Hire a CERTIFIED FINANCIAL PLANNER™
With over 100 different designations and specialties, financial advisors can often seem like a dime a dozen. You can’t go very far in this country
August 3, 2021
What Does a CERTIFIED FINANCIAL PLANNER™ Do?
Hiring a financial advisor can be a confusing and tedious process. Different advisors have different qualifications and finding the right one means navigating a sea
August 2, 2021
What the Pro-Rata Rule Means for Your Backdoor Roth IRA
The backdoor Roth IRA pro-rata rule is a little known but highly important regulation that can have significant implications for anyone executing a backdoor Roth
June 21, 2021
IRA Aggregation Rule and Implications for Your Backdoor Roth Conversion
Unlike traditional IRAs or 401(k) accounts, the Roth IRA is funded with after-tax dollars and the investments in the vehicle grow completely tax free. Not
June 7, 2021
Mega Backdoor Roth IRA Conversion
A Roth IRA is one of the most popular retirement savings vehicles in America and for good reason. Unlike the traditional IRA or 401(k) plan,
May 31, 2021
Three Steps to Execute a Backdoor Roth IRA
A Roth IRA is an excellent way for people to save for their retirement and not have to worry about paying additional taxes in the
May 24, 2021
Roth IRA Rollover Methods
The Roth IRA is one of the most useful retirement vehicles available, but many retirement savers don’t start with one as their first account. A
May 17, 2021
Backdoor Roth Taxes: What You Should Consider
When it comes to creating a backdoor Roth, the first thing many people take into consideration is backdoor Roth taxes – and rightly so. There
April 26, 2021
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What Are The Best Tax Reduction Strategies For Retirement?
Don’t gamble with your retirement income. Instead, seek a financial advisor in Bountiful, UT, for tax planning in retirement. If you understand the concept that
What Determines a Long-Term Investment?
As retirement investment advisors, we will tell you that confident commitment is at the core of long-term investing. A standard definition of an investment in
5 Risk Management Solutions You Need to Know About
You might be familiar with the concept of risk and how it works, but do you know how to apply strategies for managing it? Risk
An August Letter to Clients: The Fed’s medicine for inflation
The Federal Reserve has been grappling with the worst inflation in over 40 years. Of course, it’s not just the Fed. Equity investors, bondholders, consumers,
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