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Springtime in Utah: A Season of Change and Financial Opportunity
Springtime in Utah: A Season of Change and Financial Opportunity

Use this Spring to do more than cleaning up around the house and yard and take a good look into your finances.

Why Utahns Keep Going Broke: The Hard Lessons from a Forgotten Millionaire
Why Utahns Keep Going Broke: The Hard Lessons from a Forgotten Millionaire

The hard lesson a millionaire had to learn and how you can avoid the same misfortune.

Navigating Market Volatility During an Election Year: Six Considerations
Navigating Market Volatility During an Election Year: Six Considerations

Some of the most common or most commonly missed tax deductions and tax credits specific to Utah taxpayers.

Top 10 Utah Tax Deductions & Tax Credits
Top 10 Utah Tax Deductions & Tax Credits

Some of the most common or most commonly missed tax deductions and tax credits specific to Utah taxpayers.

Utah Financial Advisor Network member Justin Chidester featured on Infinite Financial Freedom podcast
Utah Financial Advisor Network member Justin Chidester featured on Infinite Financial Freedom podcast
Supplemental Security Income (SSI): A Primer
Supplemental Security Income (SSI): A Primer

One of the most stressful times of my life was navigating the tangled web of Social Security and Supplemental Security Income for my disabled twin boys.

Now, as a financial advisor specializing in disability and special needs planning, I want to share my experiences to help others through the confusing maze of forms and government administrators.

How to Find a Fee-Only Financial Advisor in Utah
How to Find a Fee-Only Financial Advisor in Utah

If you are looking to hire a fee-only financial advisor in Utah, you’ve come to the right place. Perhaps you’ve been told by a friend or family member that when it comes to financial advisors, “fee-only” is the way to go. Or maybe you’ve seen the terms “fee-only” or “fiduciary” mentioned in the media.

But where do you find these so-called fee-only financial advisors? In order to find a qualified, fee-only financial advisor whose services align with your needs, this is a great place to start.

Thinking Outside the Checkbook: 3 Ways to Support Charities Besides Writing a Check
Thinking Outside the Checkbook: 3 Ways to Support Charities Besides Writing a Check

Utahns are known for being charitably inclined. Utah has the highest percentage of the population that donates time and was tied for first for making charitable donations. Here are three savvy charitable giving ideas* that don’t have to involve your checkbook.

Key Ideas to Real Financial Planning
Key Ideas to Real Financial Planning

I’d like to introduce a few ideas behind what constitutes financial planning - as opposed to generic financial advice - and the benefits that come from it.

15 Utah Companies You Might Be Invested In Without Knowing It
15 Utah Companies You Might Be Invested In Without Knowing It

If you own any mutual funds that track or loosely mirror the S&P 500, the S&P 400 Mid-Cap, or the Russell 2000 index, it’s very possible that some you are partially invested in companies “right down the street” from where you live!

Have you ever wondered what Utah-based companies you might be invested in?

Let’s take a look at 15 publicly traded companies headquartered in Utah that you have a good chance of being invested in, whether you knew it or not.

 

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