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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Retirement Solutions Television

Tune in to KSL Channel 5 on Saturday October 22nd at 10 AM for the premiere of Retirement Solutions Television! Retiring successfully doesn’t happen by accident! Our firm assists retirees…

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The Importance of Investment Mix

As individuals progress from young adults to the age of retirement, their investment mix traditionally changes to meet their needs. This is typically a reflection of a person’s goals, tolerance…

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What Are Smart Beta Funds?

Index funds are generally comprised of public companies grouped by market capitalization. For example, you may have a large cap index fund linked to the S&P 500 Index, or a…

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The Pre-Retirement Bucket List

Crossing items off a bucket list is one of the things pre-retirees look forward to most. However, there are some things to check off during your working years that could…

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