Salt Lake City Resource Library
Articles
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A Retirement Plan Includes Long Term Care
Long-term care is one of the most unpredictable and emotionally charged aspects of retirement planning. It’s also one of the…
Your Personalized Retirement Plan
Your Personalized Retirement Plan: Matching Your Money with Your Mindset When shopping for a new car or appliance, most people…
Briefcase Study: Is Status-Chasing Affecting Your Retirement?
Have you ever stopped to reflect on how much status influences your decisions? In professional life, it’s easy to see…
Back to the Basics: Is Retirement Still All-Inclusive?
Is Retirement Still All-Inclusive? Not Exactly – But It Can Be Well-Planned Who doesn’t love the ease of an all-inclusive…
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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