Tag: Retirement Planning
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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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....
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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 >>
December 12, 2022
The Benefits of Philanthropy During the Holidays
Wealth financial planning can help beyond emotional and financial benefits. For example, strategic holiday philanthropy can become your family legacy.
December 12, 2022
The Benefits of Philanthropy During the Holidays
Wealth financial planning can help beyond emotional and financial benefits. For example, strategic holiday philanthropy can become your family legacy.
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November 21, 2022
With Million-Dollar Choices, You Can Build a Million-Dollar Retirement Plan
Saving for retirement can seem like a daunting task. You need more than just the money: It is also about knowing how much you will need as income after leaving the workforce. Thankfully, there are […]
November 21, 2022
With Million-Dollar Choices, You Can Build a Million-Dollar Retirement Plan
Saving for retirement can seem like a daunting task. You need more than just the money: It is also about knowing how much you will need as income after leaving the workforce. Thankfully, there are...
Read More >>
November 14, 2022
30 Years Teaching Personal Finance at BYU: Tips from an Elite Financial Advisor in Salt Lake City
You might say that I have seen it all. Thirty years of teaching Personal Finance at BYU has taught me nearly as much as I have been privileged to convey as an educator. Some days […]
November 14, 2022
30 Years Teaching Personal Finance at BYU: Tips from an Elite Financial Advisor in Salt Lake City
You might say that I have seen it all. Thirty years of teaching Personal Finance at BYU has taught me nearly as much as I have been privileged to convey as an educator. Some days...
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