Salt Lake City Resource Library
Articles
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Are We Spending Too Much to Retire?
It’s one of the most important – and frustrating – questions to answer as you approach retirement: “How much will I…
Can Financial Planning Improve Your Health and Vitality?
When most people think of financial planning, they imagine spreadsheets, retirement projections, or investment accounts. But a well-designed financial plan…
The Widowhood Curve: Why Retirement Planning Must Include the ‘After’
We recently helped a widowed client navigate the heartbreaking process of getting her affairs in order after the untimely death…
Is Success Baked into Your Retirement Plan?
If you enjoy cooking or baking, you know the satisfaction of preparing a cherished family recipe just right. Maybe it’s…
Newsletters
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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…
2025 Winter Newsletter: Salt Lake City
As is our style, my family hit the ground running in 2025. With both kids basically in year-round sports, we…
2024 Fall Newsletter: Salt Lake City
It’s hard to believe we are coming up on just the last few months of 2024. I don’t know about…
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Sean P. Lee
Managing Partner
Salt Lake City
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