Perks of Growing Older

Getting older has its perks — from potential tax breaks to everyday discounts. It’s like turning 21 and getting carded all over again. Only now, in some ways, the older…

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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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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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