How Does Inflation Affect Your Portfolio?

Discover how inflation can impact your portfolio and learn strategies to help protect your investments.

Retirement PlanningParkshore Wealth ManagementAugust 1, 2024Inflation, Investment Strategies, TIPS, Real Estate, Diversification, Rebalancing, Financial Advisor, Budget, Savings, Scenario Modeling

Protecting Your Retirement Savings During Job Transitions

How do you safeguard your retirement saving when you are in a job transition? Here are strategies to help.

Retirement PlanningParkshore Wealth ManagementJuly 1, 2024Career, Layoff, Job Loss, Job Transition, 401(k), IRA, Rollover, Cash Out, Budget, Financial Advisor

Balancing 401(k) Contributions with Other Financial Goals: 10 Tips

Saving for retirement is important, but so are your other financial goals. Here are 10 ways you can balance contributing to a 401(k) with funding other objectives.

Retirement PlanningParkshore Wealth ManagementJune 15, 2024401(k), Brokerage Account, IRA, Roth, Financial Goals, Budget, Financial Advisor, Debt, Credit Cards, Emergency Fund

Essential Tips for Effective Estate Planning

Here are estate planning strategies to help make sure your assets are distributed according to your wishes.

Estate PlanningParkshore Wealth ManagementJune 1, 2024Trust, Estate Plan, Beneficiary, Spouse, Titling, Right of Survivorship, Estate Planning Attorney, Financial Advisor, Estate Taxes

Changing Financial Advisors? What You Need to Know About Taxes

Will you have to pay taxes if you switch financial advisors? This article explores the potential taxes and provides tips for selecting a new advisor.

Tax PlanningParkshore Wealth ManagementApril 15, 2024Retirement Account, 401(k), IRA, Custodian, Capital Gains, Asset Allocation, Financial Advisor, Financial Planner, Wealth Management

Why TikTok Shouldn’t Be Your Source of Financial Advice

TikTok has limitations when it comes to financial topics, so please think twice before using it as a source for financial or investment advice.

Financial PlanningParkshore Wealth ManagementMay 15, 2023TikTok, Social Media, Financial Advisor, The Wall Street Journal, Forbes

What Is a Fee-Only Financial Advisor, and Where Can I Find One in Lehi, UT?

Read this article to find out the importance of a fee-only financial advisor and how to find one in Lehi, Utah.

Financial PlanningParkshore Wealth ManagementJuly 15, 2022Financial Advisor, Fee-Only, Commission, Fiduciary, Independent

I Keep Seeing These Ads for a Fiduciary Financial Advisor—What’s That?

If you’re seeing ads about fiduciary financial advisors, read this article to learn more about how a fiduciary advisor can benefit you.

Financial PlanningParkshore Wealth ManagementJune 13, 2022Financial Advisor, Investment Advice, Suitability, Fiduciary, NAPFA