Retiring Takes Effort

The first things that come to mind when thinking about retirement may be rest and relaxation, but before you reach that point, you need a financial strategy that can support…

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Behave Yourself

“Overconfidence is a very serious problem. If you don’t think it affects you, that’s probably because you’re overconfident.”1 That’s a quote from Carl Richards, a financial advisor, author, speaker, columnist…

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Debate on Indexing Heats Up

When the first index mutual fund was introduced 40 years ago by Vanguard, it opened with $11.3 million in assets. 1 Today, the Vanguard 500 Index Fund holds more than…

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Health Care Spending Trends

For the 40+ year period of 1961 to 2002, health care expenses followed a pretty steady upward trend, thanks to things like the introduction of Medicaid, coverage expansion and occasional…

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Medicare Open Enrollment

Medicare open enrollment is October 15th – December 7th. If you are interested in receiving more information on Medicare health insurance options, please call us at 801-990-5055. Our firm assists…

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