For many retirees, reminiscing about their childhood can be a soothing and nostalgic experience. It's a journey back to simpler times when life was less complicated and technology had not yet permeated every aspect of living. Let's take a walk down memory lane and [...]
Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Eggs are a great example of this.[1] In 2022 the [...]
As retirees look for ways to stay entertained and engaged, movies provide a fantastic option for a fun and relaxing pastime. With a plethora of genres, themes, and characters, there is something for everyone to enjoy. Here are some recent films that retirees will [...]
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces of your retirement plan and you are curious about some strategies related to taxes [...]
Summer is here, and it's a great time to kick back with a good book and enjoy some reading. If you're looking for some relaxing books to get into during your retirement, here are some great options! A Man Called Ove by Fredrik Backman [...]
It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of money in the bank. If you have been paying off your mortgage for years, your equity [...]
Journaling is a great way for retirees to reflect on their experiences and emotions. It can help them gain clarity and perspective, improve their memory, and reduce stress. However, starting and maintaining a journal can be challenging, especially if you don't know where to [...]
What is the Debt Ceiling? The national debt ceiling is the amount of money that the United States Government is allowed to borrow to pay for its expenses. These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest [...]
It’s pretty easy to have a great time in retirement. You’re not working. You can focus on family and friends and do what you want. But you might find that without a plan, you feel a little aimless. If you’re looking to get the [...]
In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s [...]
24654 N. Lake Pleasant Pkwy, #103-453 Peoria, AZ 85383
75 W. Towne Ridge Parkway, Suite #210 Sandy, UT 84070
Phone: (801) 676-0146
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Retirement Planning Services: Income Planning | Investment Management | Tax Reduction Strategies | Long-Term Care Planning | Legacy Planning
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