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...
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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...
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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 >>
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