Client Spotlight: Tom and MaryKaye
England, Scotland, Ireland Tom, who worked in social services and at Primary Children’s Hospital and MaryKaye, who ran a Preschool program and taught the Pre-K4 class, finally made the decision to head down the road of ‘official’ retirement. One of their first adventures included a trip to the UK to visit their youngest daughter, who is there working on her …
Our New Office in St. George
In mid-October, our new office in St. George will be open for business. Being a satellite office for us, meeting times will be done ‘by appointment only’, but feel free to give us a call here at our Sandy office to find out when the team will be there. We are excited to be able to serve our clients in …
State of the Union
Join Us December 4th Salt Lake Community College Miller Campus 9750 South 300 West Draper, UT 84020 We will be doing an end of year ‘State of the Union’ event with our Chief Investment Officer; Mike Sorrentino on December 4th. This event will allow clients and prospects to hear from Mike and get his thoughts on what happened in 2019 …
The Scent Of A…Nursing Home
Almost every time I write a nursing home-related piece, I receive a comment or three that sounds something like this: “Is there a way to plan so that I don’t ever have to set foot in a nursing home? It’s that smell!” Before I address the underlying question, allow me to share your concern. I get it. There is a certain …
27 Retirement Risks: Which Is (Arguably) Most Damaging
Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks are. This recognition allows us to begin hedging against risks as best we can, through prudent planning. Before we get started, we must first agree on the desired outcome of …
Rise Against Hunger®
This year’s Rise Against Hunger® meal packing event was another huge success! We were able to pack 20,000 meals in about an hour and a half, which was record time not only for us, but it was the quickest time the rep from Rise Against Hunger® has ever been part of. We definitely couldn’t do this event without the help …
Employee Spotlight: Liz Kirkby
Liz Kirkby Client Relationship Manager Liz is a native Utah girl, although she has spent many years living in California and Nevada as well. She received her Bachelors in Math Education from BYU and is currently working on a Masters in Management and Leadership. Liz currently lives in Saratoga Spring and has 6 children. She enjoys singing karaoke, eating chocolate, …
Employee Spotlight: Holly Smith
Holly Smith Office Manager Holly is from Utah and Idaho and calls both of them home. She is married to Brady and they have 3 sons, 1 daughter in law, and 2 perfect grandkids. Holly’s favorite nick name is Nana, of course. Holly and her family love the outdoors and are always planning the next road trip, which usually involves …
Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best to begin receiving Social Security benefits at age 62 or wait until age 66 and 6 months, their Full Retirement Age (FRA) with Social Security. I was reminded how important …
Back to the Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’ a litany of decisions arise that must be carefully …
