Financial Planner in Salt Lake City

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

For a Complimentary Financial Newsletter on current economic times, contact us by filling out this form and we'll be in touch. 

 

We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance. <

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

Liability Protection for Business Owners

Organizing as a limited liability company has its benefits and offers many of the same legal protections as a corporation.

HOT TOPIC: Blame It on the Weather

The effects extreme weather events can have on businesses, regional economies, and overall U.S. GDP growth.

HOT TOPIC: U.S. Oil Carries More Weight in the Global Market

The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?

More Newsletters →