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

Down Market? Consider a Roth Conversion

There is a potential silver lining to market drops: the Roth conversion. Read this article to find out how one could benefit you.

Investment ManagementParkshore Wealth ManagementJuly 1, 2022Down Market, Market Drop, Roth Conversion, Roth IRA, Traditional IRA

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

Take Your Property Tax with You

Proposition 19 can add flexibility for qualifying homeowners who might be concerned about increased property taxes.

Financial PlanningParkshore Wealth ManagementJune 1, 2022Retirement, Property Tax, California, Homeowner, Real Estate, Estate Planning, Inheritance

Should You Help Your Child Buy a Home?

House prices and interest rates are rising, and you might wonder how you can help your kid buy a home in such an environment. Here are four options.

Financial PlanningParkshore Wealth ManagementMay 16, 2022Home Purchase, Housing Prices, Interest Rates, Estate Planning

Empty Nest? Here’s How Your Financial Plan Can Change

Here are five financial areas to reassess once your kids leave the nest.

Financial PlanningParkshore Wealth ManagementMay 2, 2022Retirement Savings, Budget, Insurance, Empty Nest, Debt, Home

Should I Give My Kids an Early Inheritance?

Giving an early inheritance comes with pros and cons. Here are considerations to help you decide the best course for you.

Estate PlanningParkshore Wealth ManagementApril 15, 2022Early Inheritance

How Geopolitical Events Affect the Stock Market

How geopolitical events such as the Russia-Ukraine war affect the stock market and what you can do about it.

Investment ManagementParkshore Wealth ManagementApril 4, 2022Stock Market, S&P 500, Geopolitical, War, Russia, Ukraine

7 Cybersecurity Tips to Protect Your Money and Identity

Don’t let identity thieves and other scammers get your financial and personal information. Here are seven tips to help protect you online.

Financial PlanningParkshore Wealth ManagementMarch 14, 2022Cybersecurity, Identity Theft

Leaving More than Money: How to Pass Your Values Down to Your Heirs

Your legacy isn’t limited to a financial inheritance. Here are suggestions to pass on your values to your heirs.

Estate PlanningParkshore Wealth ManagementMarch 2, 2022Values, Legacy

Important Tax Numbers for 2022

Don’t miss out on tax opportunities! Here are key numbers to be aware of for tax year 2022.

Tax PlanningParkshore Wealth ManagementFebruary 16, 2022Tax Year 2022, Retirement Contributions, Standard Deduction, Gift Tax, Estate Tax, Income Tax

History of U.S. Currency: From the Gold Standard to Crypto

We live in interesting times for monetary policy. Here is a brief history covering the major players affecting our financial lives today.

Financial PlanningParkshore Wealth ManagementJanuary 31, 2022Gold Standard, Fiat Currency, Cryptocurrency, Federal Reserve, Inflation, Pandemic

Should I Sell My House While Prices Are High?

Questions to ask yourself before you cash in on a hot housing market.

Estate PlanningParkshore Wealth ManagementJanuary 13, 2022Digital Assets, Online Accounts, Tax Planning, Will

How Do You Know When It’s Time to Put a Loved One in Long-Term Care?

Placing a family member in a long-term-care facility isn’t an easy decision. Here are some signs that it may be a necessary move.

Financial PlanningParkshore Wealth ManagementJanuary 3, 2022Long-Term Care, Alzheimer Disease, Dementia, ADLs

Best Ways to Leave Real Estate to Your Heirs

Here are some of the ways you can leave your home and other real property to your children and grandchildren.

Estate PlanningParkshore Wealth ManagementDecember 15, 2021Real Property, Real Estate, Family Home, Vacation Home, Will, Living Trust, Transfer on Death, Deed

Will Social Security Be Around When I Retire?

The Social Security trust fund is expected to be underwater by 2034. Here’s what you can do.

Retirement PlanningParkshore Wealth ManagementDecember 1, 2021Social Security, Social Security Trust Fund, Retirement Income

The Stock Market Is Not the Economy

The stock market and the economy influence each other, but they are not the same.

Financial PlanningParkshore Wealth ManagementNovember 17, 2021Stock Market, Economy, Diversification, Inflation, Interest Rates

Is the Stock Market Going to Crash Anytime Soon?

Is the market going to crash anytime soon? And if it is, what can you do about it? Let’s take a look.

Investment ManagementParkshore Wealth ManagementNovember 1, 2021Market Crash, Interest Rates, Inflation, P/E, S&P 500

Should I Move Out of California When I Retire to Save on Taxes?

A lot of people think they would save a lot of money on income taxes if they retired to another state, but the numbers might surprise you.

Retirement PlanningParkshore Wealth ManagementOctober 15, 2021California, Relocation, Property Taxes, Income Taxes, Sales Taxes

A Guide to Finding a Fiduciary Financial Advisor in Lehi, UT

This article explains how a fiduciary financial advisor can help if you want unbiased financial advice and how to find one in Lehi, Utah.

Parkshore Wealth ManagementOctober 9, 2021