Your Financial Resource, Inc.

10/15/2024

Today is the opening day of Medicare Annual Enrollment when seniors, and others who qualify for Medicare, can change or sign up for Medicare Advantage health insurance plans to start January 1. If you have any questions or would like to review your plan and options, please give me a call 801-295-2000. Plans and networks change every year, and the options are getting more generous. Are you in the one that fits you best?

08/31/2024

Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the benefits of each one.

Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.

03/20/2024

Retirement planning is vital. Check out this article to learn seven key questions you should be asking about your retirement.

Are you on the brink of retirement or settling into your golden years?

08/07/2023

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

06/05/2023

4 steps to help ensure your final wishes are carried out:
- Gather important documents
- Make a last will and testament
- Make a living will or advance directive
- Appoint a power of attorney

If you want to talk through your plans, call the office.

05/25/2023

Required minimum distributions (RMDs) are required for 401(k) plans after an account holder turns 73. The amount is based on your account balance and life expectancy. As you reach the point of needing to understand RMDs, schedule a time to discuss your options.

06/02/2022

Market corrections are common. A healthy market doesn't go in only one direction, it will draw down when needed. Here's a history of the S&P500 since 1980. Call me to discuss your portfolio.

11/04/2021

If you are age 65 or older, or know someone who is, this next few weeks is the Medicare plans annual enrollment period that allows you to compare plans to make sure you are with the one you want for next year. We can't talk plans and costs without an appointment. Give me a call to schedule an easy conversation about your, or your loved ones, options. It all ends on December 7th!

07/12/2021

06/10/2021

Stay on top of financial markets with market data for the week of June 7, 2021.

Equities rebounded last week on favorable jobs data.

06/03/2021

Stay on top of financial markets with market data for the week of June 1, 2021.

Equities rebounded last week despite ongoing inflation worries.