Salt Lake City Resource Library
Articles
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Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many…

Back to the Basics: Taxes: The Illusion You Can’t Afford
When a magician yanks a rabbit from a hat, we instinctively know the truth: it isn’t magic. It’s misdirection. It’s…

Who Goes First? Planning for the Inevitable (Without Losing Sleep Over It)
When I first saw these statistics, they nearly knocked me over: 80% of men die married. 80% of women die…

Can Money Buy Happiness? Maybe Not, But a Family Legacy Can
“Money Does Buy Happiness, New Study Says.” Headlines like that always make us pause. The study in question tried to…
Newsletters
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2026 Winter Newsletter: Salt Lake City
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect…

2025 Fall Newsletter: Salt Lake City
How are we already in the last few months of 2025? Boy this year has flown by! Our family has…

2025 Summer Newsletter: Salt Lake City
As with most summers, my family and I have been busy, and mostly with baseball. We just got home after…

2025 Spring Newsletter: Salt Lake City
It’s the best time of the year: baseball season! Not only has my favorite (though usually heartbreaking) team, the Boston…
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