December 18, 2023
How to Survive a Downturn: Effective Tax Planning & Investment Tactics
As Utah financial planners, one of the most frequent questions or concerns we discuss with the people we meet is market volatility and the impact a potential 2024 recession could have on their retirement savings […]
December 18, 2023
How to Survive a Downturn: Effective Tax Planning & Investment Tactics
As Utah financial planners, one of the most frequent questions or concerns we discuss with the people we meet is market volatility and the impact a potential 2024 recession could have on their retirement savings...
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December 15, 2023
How to Select the Right Salt Lake City Financial Planner for 2024
Choosing the right Salt Lake City financial planner is one of the most critical decisions you will make for your family’s financial future. Select the right financial advisor, and you could have more assets for […]
December 15, 2023
How to Select the Right Salt Lake City Financial Planner for 2024
Choosing the right Salt Lake City financial planner is one of the most critical decisions you will make for your family’s financial future. Select the right financial advisor, and you could have more assets for...
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November 24, 2023
Deck the Halls with a Charitable Giving Strategy for 2024
The holidays are a time for joy, celebration, and reflection on what we all should be most grateful for. Then, many of our thoughts often drift to those less fortunate than ourselves and the extraordinary […]
November 24, 2023
Deck the Halls with a Charitable Giving Strategy for 2024
The holidays are a time for joy, celebration, and reflection on what we all should be most grateful for. Then, many of our thoughts often drift to those less fortunate than ourselves and the extraordinary...
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November 10, 2023
A Roth IRA Conversion or Not? Thoughts From a Utah Financial Advisor
It’s that time of the year again to start thinking about potential year-end tax strategies. In the article, we’ll discuss a topic that the team at Scott Marsh Financial is passionate about: Roth IRA Conversions. […]
November 10, 2023
A Roth IRA Conversion or Not? Thoughts From a Utah Financial Advisor
It’s that time of the year again to start thinking about potential year-end tax strategies. In the article, we’ll discuss a topic that the team at Scott Marsh Financial is passionate about: Roth IRA Conversions....
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October 30, 2023
Building a Secure Retirement: The Role of Utah CERTIFIED FINANCIAL PLANNERS™
The quest for a secure retirement can feel daunting in a world where financial uncertainty is often the norm rather than the exception. While “DIY” is a popular mantra for many aspects of life, when […]
October 30, 2023
Building a Secure Retirement: The Role of Utah CERTIFIED FINANCIAL PLANNERS™
The quest for a secure retirement can feel daunting in a world where financial uncertainty is often the norm rather than the exception. While “DIY” is a popular mantra for many aspects of life, when...
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October 26, 2023
CFP® Tips: How Behavioral Finance Can Shape Your Retirement Results
Based on recent headlines, the stock market and economy appear poised for more volatility through the end of the year and most of 2024. You’re not alone if you’re concerned about a potential recession in […]
October 26, 2023
CFP® Tips: How Behavioral Finance Can Shape Your Retirement Results
Based on recent headlines, the stock market and economy appear poised for more volatility through the end of the year and most of 2024. You’re not alone if you’re concerned about a potential recession in...
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July 10, 2023
How Could a Recession in 2023 Affect Your Retirement Assets?
In a time when uncertainty seems to be the only certainty, it’s crucial to understand how a recession in 2023-2024 could impact your financial security and lifestyle. As a high-net-worth individual, you might be particularly […]
July 10, 2023
How Could a Recession in 2023 Affect Your Retirement Assets?
In a time when uncertainty seems to be the only certainty, it’s crucial to understand how a recession in 2023-2024 could impact your financial security and lifestyle. As a high-net-worth individual, you might be particularly...
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June 29, 2023
Can a Private Foundation Donate to an Advised Fund?
Welcome to our latest blog post, “Can a Private Foundation Donate to an Advised Fund?” In this post, we focus on addressing a question in the minds of many philanthropically minded individuals, couples, and their […]
June 29, 2023
Can a Private Foundation Donate to an Advised Fund?
Welcome to our latest blog post, “Can a Private Foundation Donate to an Advised Fund?” In this post, we focus on addressing a question in the minds of many philanthropically minded individuals, couples, and their...
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June 19, 2023
Celebrate Independence by Creating a Generational Legacy
A Path to Pursuing Financial Freedom for Future Generations As summertime approaches this year and we enjoy barbecues, parades, and dazzling fireworks, the celebration of Independence Day offers an opportunity to reflect on the historical […]
June 19, 2023
Celebrate Independence by Creating a Generational Legacy
A Path to Pursuing Financial Freedom for Future Generations As summertime approaches this year and we enjoy barbecues, parades, and dazzling fireworks, the celebration of Independence Day offers an opportunity to reflect on the historical...
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May 22, 2023
Is Creating a Generational Legacy Still Possible Now?
The current economic landscape is a challenging one, as inflation and market instability continue impacting businesses and individuals around the country. That’s why many people are wondering if it’s still possible to build a nest […]
May 22, 2023
Is Creating a Generational Legacy Still Possible Now?
The current economic landscape is a challenging one, as inflation and market instability continue impacting businesses and individuals around the country. That’s why many people are wondering if it’s still possible to build a nest...
Read More >>