Salt Lake City Resource Library
Articles
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Retirement Planning, in Just One Word
Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands,…
Client Corner: 50 Years of Marriage (but Still on Trial)
Cindy and I are celebrating fifty years of marriage this May, and while I like to joke that she’s still…
Retirement Phases
It’s easy to think of retirement as one thing, one phase of life that we all aspire to experience. And…
Planning Retirement Income
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of…
Newsletters
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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…
2024 Summer Newsletter: Salt Lake City
The dog days of summer are upon us. And though it’s hot and sticky outside, and we’d like to simply…
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Sean P. Lee
Managing Partner
Salt Lake City
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