Health Care Spending Trends

For the 40+ year period of 1961 to 2002, health care expenses followed a pretty steady upward trend, thanks to things like the introduction of Medicaid, coverage expansion and occasional…

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Retirement Solutions Television

Tune in to KSL Channel 5 on Saturday October 22nd at 10 AM for the premiere of Retirement Solutions Television! Retiring successfully doesn’t happen by accident! Our firm assists retirees…

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Medicare Open Enrollment

Medicare open enrollment is October 15th – December 7th. If you are interested in receiving more information on Medicare health insurance options, please call us at 801-990-5055. Our firm assists…

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Are You Suffering From Financial Stress?

Despite the strengthening economy and positive outlook, some people are still experiencing high levels of financial stress. Many are worried about meeting monthly expenses, with 30 percent reporting in a…

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The Importance of Investment Mix

As individuals progress from young adults to the age of retirement, their investment mix traditionally changes to meet their needs. This is typically a reflection of a person’s goals, tolerance…

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