How to Use Qualified Charitable Distributions to Give to Charity

A QCD enables you to direct your required minimum distributions (RMDs) to charity and reduce your taxable income.

Financial PlanningParkshore Wealth ManagementDecember 14, 2022Taxable Income, QCD, RMD, Qualified Charitable Distribution, Required Minimum Distribution, IRA, Retirement Planning, Tax Planning

How to Use Your Cash Sitting on the Sidelines in a Down Market

If you have extra cash, a market drop can be an opportune time to invest it. Here are points to consider.

Investment ManagementParkshore Wealth ManagementNovember 30, 2022Market Drop, Downturn, Recession, Inflation, Cash

Social Security Recipients Will Get Increased Benefits in January

Social Security beneficiaries will see an 8.7% increase in their benefits in January 2023.

Retirement PlanningParkshore Wealth ManagementNovember 14, 2022Social Security, Cost of Living, COLA, Medicare, Inflation

How to Protect Your Aging Loved Ones from Scams

Scams against aging Americans are on the rise. Here is how you can help your parents and other aging loved ones.

Financial PlanningParkshore Wealth ManagementOctober 31, 2022Identity Theft, Scams, Fraud, Family Communication, Aging Parents

Want to Go Green? How the Inflation Reduction Act Could Help

President Biden’s Inflation Reduction Act offers tax deductions and tax rebates to help curb greenhouse gas emissions. Here’s what you need to know.

Financial Planning BlogParkshore Wealth ManagementOctober 17, 2022Inflation Reduction Act, Biden, Electric Vehicle, Greenhouse Gas, Energy Efficiency, Solar

How Has College Planning Changed with Biden’s Debt Forgiveness?

College planning won’t change much with the limited debt forgiveness. But another aspect of Biden’s plan can make college more affordable for future grads.

Education PlanningParkshore Wealth ManagementOctober 3, 2022College Loans, Income-Driven Repayment, IDR, Debt Forgiveness, Biden

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

A fee-only financial advisor can help reduce conflicts of interest when it comes to the advice you receive. Here’s how to find one in Folsom, California.

Financial PlanningParkshore Wealth ManagementSeptember 14, 2022Fee-Only, Fiduciary, RIA, Folsom, California

How an Independent Financial Advisor in Lehi, UT, Could Help You

An independent financial advisor is unaffiliated with a larger financial institution. Here’s why that’s important and how you can find an independent advisor in Lehi, UT.

Parkshore Wealth ManagementSeptember 13, 2022

How to Find Wealth Management Services in Logan, Utah

Read this article to learn what wealth management entails and how to find a wealth manager in Logan, Utah.

Financial PlanningParkshore Wealth ManagementSeptember 12, 2022Wealth Management, CFP, CERTIFIED FINANCIAL PLANNER, Fee-Only, Fiduciary

Understanding the Role of a Fee-Only Financial Advisor in Lehi, UT

Here are the potential benefits of a fee-only financial advisor and how to find one in Lehi, UT.

Financial PlanningParkshore Wealth ManagementSeptember 1, 2022Fee-Only, Commission, Fee-Based, Lehi

Competing Pressures of the Real Estate Market

Here’s why home prices remain high even as mortgage rates climb.

Financial PlanningParkshore Wealth ManagementSeptember 1, 2022Mortgage, Interest Rate, Federal Reserve, Home Prices, Inflation

Finding a CERTIFIED FINANCIAL PLANNER™ in Lehi, UT

If you’re looking for financial advice, you might consider an advisor with the CFP®® mark. Here’s how to find a CERTIFIED FINANCIAL PLANNER™ professional in Lehi, UT.

Parkshore Wealth ManagementSeptember 1, 2022

How Can I Estimate My Social Security Benefits in Retirement?

You can get a general number using online calculators, or you can create a My Social Security account for an estimate based on your work history.

Retirement PlanningParkshore Wealth ManagementSeptember 1, 2022Social Security

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

Here’s how fee-only financial planners stand out from other financial professionals and how you can one in Logan, Utah.

Financial PlanningParkshore Wealth ManagementAugust 15, 2022Fee-Only, Commission, Utah, Logan, Fee-Based, Fiduciary, Registered Investment Advisor

Down Markets: How Do You Take Advantage of Their Opportunities?

Here are five strategies to help you take advantage of market drops.

Investment ManagementParkshore Wealth ManagementAugust 1, 2022Rebalancing, Tax Loss Harvesting, Roth Conversion, RMD, Required Minimum Distribution, Selling, Buy Low

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