An Ultimate Guide to Wealth Management in Lehi, Utah

This article discusses wealth management services and how to find them in Lehi, Utah.

Financial PlanningParkshore Wealth ManagementSeptember 6, 2021Wealth Management, CFP, CERTIFIED FINANCIAL PLANNER, Fee-Only, Fiduciary, Lehi, Utah

How to Select Asset Management Firms in Logan, UT

Read this article to find out what asset managers do and how to find asset management firms in Logan, UT.

Parkshore Wealth ManagementSeptember 5, 2021

What Is a Fee-Only Financial Advisor and How to Find One in Logan, UT

Read this article to find out how a fee-only financial advisor could benefit you and how to find one in Logan, Utah.

Financial PlanningParkshore Wealth ManagementSeptember 1, 2021Fee-Only, Commission, Fee-Based, Logan, Utah

Have a Facebook Account? You Need a Digital Assets Estate Plan

Digital assets should be a part of everyone’s estate planning.

Estate PlanningParkshore Wealth ManagementSeptember 1, 2021Digital Assets, Online Accounts, Tax Planning, Will

Should You Buy Extended Warranties?

If you’re thinking of buying an extended warranty, read this article first.

Financial PlanningParkshore Wealth ManagementAugust 16, 2021Extended Warranties, Appliances, Electronics, Automobiles, Savings

Worried About the Next Market Correction? Here’s What to Do

The best time to deal with a market correction is before one hits. Here are tips to help you prepare.

Investment ManagementParkshore Wealth ManagementJuly 27, 2021Bear Market, Market Correction, Retirement, S&P 500

How Concerned Should You Be About Biden’s Proposed Tax Changes?

President Biden proposes increasing the top income tax bracket, increasing corporate taxes, and ending the step-up in basis. Should you be worried?

Tax PlanningParkshore Wealth ManagementJuly 14, 2021American Jobs Plan, American Families Plan, Capitals Gains, Corporate Taxes, Tax Bracket

Inflation: What It Is and What You Can Do

Inflation is up sharply since last year. Read this article to learn more what inflation is, the impact it can have, and how you can counteract it.

Financial PlanningParkshore Wealth ManagementJuly 1, 2021Inflation, Investing, Pandemic

How Will You Spend Your Time in Retirement?

Do the advance work for a fulfilling retirement.

Retirement PlanningParkshore Wealth ManagementJune 15, 2021retirement lifestyle, Retirement Budget

5 Uses for Your 529 Plan Besides College Tuition

Concerned that you may have more in your 529 college savings plan than you need? Here are five other uses besides paying for college tuition.

Education PlanningParkshore Wealth ManagementJune 1, 2021529 Plan, K-12, College Loans, Apprenticeships, College Savings

Roth 401(k) vs. Roth IRA: What’s the Difference?

Trying to decide between a Roth 401(k) and Roth IRA? See how the differences fit into your financial goals.

Investment ManagementParkshore Wealth ManagementMay 14, 2021Retirement Planning, Roth IRA, Roth 401(k)

The ABCs of ESG Investing

ESG investing is increasingly popular. Read this article to find out what ESG investments are and whether they belong in your portfolio.

Investment ManagementParkshore Wealth ManagementApril 30, 2021ESG

Using an HSA as a Retirement Savings Strategy

If you aren’t using your health savings account to save for retirement, you might reconsider. Here’s why HSAs can be a powerful retirement savings vehicle.

Retirement PlanningParkshore Wealth ManagementApril 15, 2021Health Care, Flexible Spending Account, Health Savings Account, HSAs

Should You Invest in NFTs?

Are you excited about the NFT hype? Before you buy, read this article for an introduction to non-fungible tokens and whether you should invest.

Investment ManagementParkshore Wealth ManagementApril 1, 2021NFT, Non-Fungible Token, Non-Fungible Asset, Cryptocurrency, Blockchain, Speculation

6 Tax Tips to Reduce Next Year’s Bill

Did you end up with a large tax bill this year? Here are six tax tips to start now so you can reduce your bill (or even get a refund) next year.

Tax PlanningParkshore Wealth ManagementMarch 15, 2021Philanthropy, IRA, 401(k), Itemizing, Standard Deduction, Flexible Spending Account, Health Savings Account

When One Spouse Retires Before the Other: How to Plan

When one spouse retires before the other, some financial planning rules-of-thumb need tweaking. Here are five areas to re-assess for separate retirements.

Retirement PlanningParkshore Wealth ManagementMarch 1, 2021Social Security, RMD, Investing, Risk Tolerance

Common Inheritance Mistakes and How to Avoid Them

The mixed emotions that accompany an inheritance can cloud objectivity and increase inheritance mistakes. Here are common mistakes to avoid.

Estate PlanningParkshore Wealth ManagementFebruary 15, 2021Inheritance, Inherited IRA, Investing, Debt, Saving

What You Need to Know About Required Minimum Distributions (RMDs)

How do you calculate your RMD amount? What happens if you have multiple retirement accounts? Find your answers using our RMD cheat sheet.

Retirement PlanningParkshore Wealth ManagementFebruary 1, 2021RMD, Required Minimum Distribution, Life Expectancy, IRA, 401(k), Qualified Charitable Distribution

When Life Goes Wrong, Your Financial Plan Can Help

A financial plan can help you optimize the good times and weather the bad ones. Read this article to understand what your financial plan should include.

Financial PlanningParkshore Wealth ManagementJanuary 15, 2021Investing, Budget, Cash Flow, Retirement Planning, Taxes, Insurance

Financial New Year’s Resolutions: 5 Tips for 2021

New Year’s resolutions aren’t just about physical fitness. Here are 5 resolutions to improve your financial fitness in 2021.

Financial PlanningParkshore Wealth ManagementJanuary 1, 2021RMD, Debt, Credit Cards, Emergency Fund, Budget, Retirement, 401(k), IRA, Investing