Investor Education
Why Move | Positioning for the Future
Anyone who has moved after residing in a home for many years understands that pain involved in moving. Aside from the cost and aggravation, you also get to deal with
Retirement Goals | Stay the Course
Every year in Utah, a group of elite runners from all over the world descend upon Snowbird, a community that sits at just over 8000 feet, outside of Salt Lake
Retirement Planning | Two Helpful Hints
Retirement changes all aspects of life, including investing. When saving for retirement there is an emphasis on return, usually with defined time horizons. Living in retirement shifts the emphasis to
Friends and Family | A Lasting Store of Value
Lakely Taylor Puckett was born on August 25th, 2021. She is our third little girl. Skylar is now four and a half years old and Rayla is two and a
Medicare | A Primer
What is Medicare? Medi-gap? Why are there parts A, B, C and D? What do they mean? These are all questions I have had and addressed at various points in