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The complete guide to losing a spouse who owns a business by Nicole RobertsWhat you need to know about the Utah passthrough entity tax by Nicole Roberts
7 rookie mistakes people make when receiving an inheritance by Nicole Roberts
What is the best vehicle to use for charitable giving? by Nicole Roberts
Everything you need to know about retiring in Utah by Nicole Roberts
7 Warning Signs You May be Working with the Wrong… by Nicole Roberts
How to Choose an Executor for Your Estate (5 Tips) by Nicole Roberts
5 Ways to Stay on Track and Keep Your Retirement Date by Nicole Roberts
An IRA for Business Owners … And Other Financial… by Bob Aamodt
How a Certified Financial Planner™ Professional Can… by Zach Nelson
How to deal with unstable income – tips for social media influencers
In the vibrant world of social media influencing, the spotlight often shines brightest on fame, followers, and fabulous lifestyles. However, beneath the glamorous facade lies ...
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Maximizing the 2024 Federal Employee Pay Raise
In a recent development, President Biden signed into law the largest federal employee pay raise in over 40 years. The 2024 average federal pay raise ...
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Steps to Take to Protect a Deceased Family Member’s Identity
As strange as it may seem, dead or alive your identity is at risk. The grave is no panacea for having your identity stolen. In ...
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Tax Planning Strategies For Your Maverik Stock Appreciation Rights (SARs)
So you get a letter in the mail that you are the recipient of Maverik stock appreciation rights. “Cool!” you say, “But what exactly is ...
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What to do with a terrible tax bill when you sell your home after your spouse dies
In this blog, we are going to discuss how much in taxes you would pay when selling your home. We’ll cover how to manage the ...
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Basics of your FERS Federal Retirement
What does income look like in retirement for a FERS Federal Employee? While retirement looks different for everybody, below is a breakdown of the three-pronged ...
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How do I utilize the 401(k) plan startup tax credit?
The 401(k) Plan Startup Tax Credit is a federal tax credit provided by the U.S. government to incentivize small businesses to establish and maintain 401(k) ...
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Should you hire a financial advisor or do it yourself?
Once you have accumulated a significant amount of capital, or you have a pressing financial question you can’t answer, it’s natural to ask yourself whether ...
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The “Death Tax”
Given the current political environment, there will be a lot of press in the next 2.5 years about the “Death Tax”. These headlines make it seem ...
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Lessons From the Cherry Orchard…
What motivates Bob Aamodt in his financial advising career wasn’t born in a university classroom or in a fast-paced corporate office. Much of it came ...
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How does IRMAA impact Medicare – what Retirees need to know
Everybody knows “Uncle Sam” and how unforgiving he can be with taxes, but how many people know about “Aunt IRMAA”? In this blog we’ll talk ...
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Five questions your CPA should be asking you
Here are five questions we wish more CPAs would ask their retired clients. Is your CPA asking you these questions? #1 If you were to ...
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