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...
Read More >>
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...
Read More >>
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...
Read More >>
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 >>
May 8, 2023
How To Promote Financial Values Across Generations
In a world that’s increasingly driven by emotion rather than reason, it’s important to instill financial values to help individuals make wise decisions with their money. Teaching these values to the young is especially important […]
May 8, 2023
How To Promote Financial Values Across Generations
In a world that’s increasingly driven by emotion rather than reason, it’s important to instill financial values to help individuals make wise decisions with their money. Teaching these values to the young is especially important...
Read More >>
April 24, 2023
Tips for Trimming Your Tax Liability
Are you looking for ways to make sure your family is financially secure—not just today, but—over multiple generations? If so, strategic tax planning should be at the top of your priority list. Taxes are one […]
April 24, 2023
Tips for Trimming Your Tax Liability
Are you looking for ways to make sure your family is financially secure—not just today, but—over multiple generations? If so, strategic tax planning should be at the top of your priority list. Taxes are one...
Read More >>
April 17, 2023
Will We See a Recession in 2023?
There’s no easy way to say this: The United States economy is facing several headwinds that could trigger a severe new downturn in the near future. While no one can predict with certainty when and […]
April 17, 2023
Will We See a Recession in 2023?
There’s no easy way to say this: The United States economy is facing several headwinds that could trigger a severe new downturn in the near future. While no one can predict with certainty when and...
Read More >>
March 27, 2023
A Comfortable Retirement Requires Planning
Many people assume that simply having money now is enough to provide them with a comfortable lifestyle when they reach retirement age. While this may hold true in normal economic times, it doesn’t necessarily now. […]
March 27, 2023
A Comfortable Retirement Requires Planning
Many people assume that simply having money now is enough to provide them with a comfortable lifestyle when they reach retirement age. While this may hold true in normal economic times, it doesn’t necessarily now....
Read More >>
February 21, 2023
Don’t Wait Until April to Do Your Taxes!
If you live in Utah and want better control of your financial future, you can start by getting proactive: don’t wait until April to do your taxes! Tackling them early can have numerous benefits, from […]
February 21, 2023
Don’t Wait Until April to Do Your Taxes!
If you live in Utah and want better control of your financial future, you can start by getting proactive: don’t wait until April to do your taxes! Tackling them early can have numerous benefits, from...
Read More >>
January 23, 2023
Why Is Generational Wealth Important?
Generational wealth is the accumulation of monetary resources over time, passed down from one generation to the next, providing possibly significant financial security. It can also be an essential element of affluence and stability for […]
January 23, 2023
Why Is Generational Wealth Important?
Generational wealth is the accumulation of monetary resources over time, passed down from one generation to the next, providing possibly significant financial security. It can also be an essential element of affluence and stability for...
Read More >>
January 9, 2023
Utah Entrepreneurs: Start the Fiscal New Year Right
As we near the end of this fiscal year and look ahead to the first quarter of 2023, many of Utah’s entrepreneurs are considering ways to improve their businesses. One of the easiest ways to […]
January 9, 2023
Utah Entrepreneurs: Start the Fiscal New Year Right
As we near the end of this fiscal year and look ahead to the first quarter of 2023, many of Utah’s entrepreneurs are considering ways to improve their businesses. One of the easiest ways to...
Read More >>
December 23, 2022
Give Yourself the Gift of Scott Marsh Financial Planning
BYU students are some of the most hard-working and driven people in the world. They juggle academics, jobs, family responsibilities, and a host of other commitments with ease. Meanwhile, many future graduates can feel lost, […]
December 23, 2022
Give Yourself the Gift of Scott Marsh Financial Planning
BYU students are some of the most hard-working and driven people in the world. They juggle academics, jobs, family responsibilities, and a host of other commitments with ease. Meanwhile, many future graduates can feel lost,...
Read More >>
Get Our Updates
Get our monthy newsletter that brings you news, tips, and tricks on meeting your financial goals.