Salt Lake City Resource Library
Articles
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Maybe Wealth Isn’t Quite What You Thought
“We’ll retire when the 401(k) hits a million.” Or $500,000, or $5,000,000. It’s not uncommon at all for people to…
Back to the Basics: In Retirement Planning, Time Waits for No One
If there is one asset that has become more valuable than all others, it is time. It is finite, making…
Briefcase Study: Replacing Paychecks with Retirement Income
What happens if you stop working for money next year? As people approach retirement, they often run a series of…
Getting Retirement Right When Your Timing Isn’t
When I first began doing this work many years ago, I’d managed to arrange meetings with a number of very…
Newsletters
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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…
2024 Spring Newsletter: Salt Lake City
My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to…
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