Salt Lake City Resource Library
Articles
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Tools to Manage, Aging, Money, and…Laundry?
Aging, money, and…laundry? These universal realities of life just keep coming at us, relentlessly, unending. And they rarely come with…
The Best Investment You’ll Ever Make (And It’s Not in the Market)
When people hear that I’m a financial planner, they tend to imagine one of two things. Some expect me to…
The Cure for Retirement Anxiety: Replace the Unknown with a Plan
“Into the great unknown.” It’s a phrase that makes for an excellent sci-fi tagline, but not such a comforting way…
The Hidden Cost of Debt: When ‘More’ Steals Your Freedom
If you’ve been watching the financial headlines lately, you’ve probably noticed how quickly things have changed. Inflation has driven prices…
Newsletters
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2026 Spring Newsletter: Salt Lake City
The first few months of 2026 were busy for me and my family. January brought the official start of the…
2026 Winter Newsletter: Salt Lake City
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect…
2025 Fall Newsletter: Salt Lake City
How are we already in the last few months of 2025? Boy this year has flown by! Our family has…
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…
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Sean P. Lee
Managing Partner
Salt Lake City
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