Ryan and Tyson in radio studio

Unlocking the Hidden Retirement Goldmine…Tax Preparation vs. Tax Planning

November 19, 2023

You want to pay less in taxes. But did you know that during retirement, you CAN control that?  Retirement is when you have the most control over how much you…

An older couple looking over paperwork with looks of stress and disappointment.

How the federal government has failed the next generation of retirees

November 7, 2023

The next wave of retirees will face a grim reality as they grapple with a government system that is failing them on multiple fronts. These daunting challenges include the Social…

A team photo outside of a building at the 2023 Ambassador Event.

2023 Utah Ambassador Event

November 6, 2023

We had an amazing evening hosting our annual Ambassador Event at The Grand America Hotel. We always love a chance to spend time with our clients and show them how…

Ryan and Tyson in radio studio

The Top 5 Financial Fears For the Next Generation of Retirees

November 6, 2023

You may not realize it … The skyrocketing cost of healthcare. Continued inflation. Social security on life support. And the threat of higher taxes coming soon. Americans have a long…

A couple having a meeting with an advisor.

There’s never been a better time to convert to a Roth

October 23, 2023

Do you have a traditional IRA or 401K? Have you considered converting your retirement accounts into a Roth, but aren’t clear about the advantages? Outlined below are the most important…

Ryan and Tyson in radio studio

5 Misconceptions About Filing for Social Security That Could Cost You a Fortune

October 21, 2023

You may not realize it … But filing for social security could be one of the most important financial decisions in your life. Because the difference between your best and…

Filing for Social Security in the next 5 years? Read this first

October 18, 2023

Did you know that if you made an average income throughout your career, your Social Security benefits could add up to hundreds of thousands of dollars in lifetime income? And…

Life Insurance Can Provide Protection for Your Retirement Plan

October 14, 2023

Life insurance is a frequently overlooked component of retirement planning for various reasons: Some people may already have life insurance in place and think the policy they set up years…

Memo sticks with words ira 401k roth retirement plans

Looking Ahead to Year-End

October 8, 2023

The end of the year will soon be upon us! Here’s a quick checklist of items to accomplish before we turn the calendar to 2024: Take your Required Minimum Distributions…

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