Planning resource library
Use these resources to explore retirement income, investments, life insurance, annuities, tax-aware planning, business-owner decisions, and estate or legacy coordination. When a topic starts to feel personal, that is usually the right time to talk through it directly.
Request a Private ConsultationRetirement income, Social Security, pensions, timing decisions, and the planning questions that come up before and after retirement.
Tax-sensitive retirement account decisions, Roth conversions, required minimum distributions, and IRA or 401k planning topics.
Protection planning, life insurance, estate and beneficiary coordination, education funding, and family security topics.
Saving, investing, compounding, portfolio growth, and decisions for families and professionals building long-term wealth.
Cash flow, debt payoff, savings habits, budgeting frameworks, and the practical foundation that supports larger planning decisions.
More specialized planning questions, including mortgage decisions, retirement edge cases, and advanced planning scenarios.
Planning around job changes, benefits, retirement accounts, insurance decisions, and income transitions.
Big-picture planning concepts for coordinating investments, insurance, retirement, cash flow, and legacy goals.
Collection pages and resource hubs that organize related tools and articles around a larger planning topic.
If you are comparing insurance options, deciding when to retire, evaluating an annuity, reviewing investments, or trying to coordinate a business or estate decision, use the library as a starting point. A personalized plan can help connect the pieces.
Life Insurance After Leaving a Job: Portability vs. Conversion Life insurance is often part of an employer benefits package. When employment ends, that coverage may change. Some group life insurance ends. Some coverage may continue for a limited time. Some plans may offer portability or conversion options. The details depend on the employer plan, the… Read More
A job transition can change more than your paycheck. Whether you are starting a new role, retiring from an employer, leaving a company, or dealing with a layoff, your job may be connected to several parts of your financial life. Employer benefits, retirement accounts, life insurance, disability coverage, health coverage, tax withholding, beneficiaries, and household… Read More
Join us for a free educational seminar on wills, trusts, probate, and estate planning basics. Guest presenters from Generation Living Trusts will discuss common estate planning questions, including: • What probate is and why families try to plan around it• How wills and living trusts are different• Why title, beneficiary designations, and incapacity planning matter•… Read More
The LUTCF® coursework covered a broad range of topics, including protection planning, retirement planning, investments, tax considerations, estate planning, and special needs planning. These are the kinds of areas that often overlap in real financial planning conversations, and I wanted a designation that reflected that bigger picture.
Changing jobs is common. Losing track of an old retirement account is common too. Maybe you had a 401(k), 403(b), pension, profit-sharing plan, ESOP, or other retirement plan at a previous employer. Then the company changed names, merged, switched plan providers, or stopped sending statements to your old address. The good news: there are practical… Read More
Access 46 free financial calculators for Utah families in Sandy, Draper, and South Jordan. Plan compound growth, retirement, and cash flow.
Compare taxable brokerage accounts with tax-advantaged retirement accounts in Utah. Schedule an Initial Strategy Meeting to optimize your tax location.
Determine how much of your Social Security income is taxable. Plan your retirement tax strategy in Sandy, UT, and book a strategy meeting.
Calculate your estimated Social Security benefits and claim strategy in Utah. Schedule an Initial Strategy Meeting to maximize your lifetime benefits.
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Tell me what decision you are trying to make, and we will start by determining whether a deeper planning conversation is appropriate.