Your Kids Will Handle Enough When You’re Gone. Make the Financial Part Easier

Without an updated estate plan, your children may face financial and legal complexity on top of grief. Here’s what’s at stake and how getting organized can help the people you love.

Estate PlanningParkshore Wealth ManagementJune 15, 2026Estate Settlement, Probate, Inherited IRA, Beneficiary Designations, Family Financial Planning, Legacy Planning, Multi-Generational Planning, Fiduciary Financial Advisor

5 Financial Mistakes Adult Children Make When Helping Aging Parents

Helping aging parents with their finances is an act of love. But it can go sideways. Here are five mistakes adult children commonly make, with tips for avoiding them.

Financial PlanningParkshore Wealth ManagementJune 1, 2026Trusts, Aging Parents, Family Financial Planning, Elder Care, Long-Term Care Planning, Power Of Attorney, Multi-Generational Planning, Estate Planning, Caregiver Finances, Fiduciary Financial Advisor, Retirement Planning

What Is a Fiduciary Financial Advisor and How Can You Find One in Utah?

Looking for a fiduciary financial advisor in Utah? Learn what a fiduciary means and how to find a fee-only fiduciary advisor in Lehi, Logan, or anywhere in Utah.

Financial PlanningParkshore Wealth ManagementMarch 15, 2026Fiduciary Financial Advisor, Fee-Only Financial Advisor, Financial Planning, Registered Investment Advisor, Wealth Management

What to Expect with the Stock Market After an Election

Wondering how the stock market might react after the election? Learn what history tells us about post-election market performance and how to stay on track with your investments.

Investment ManagementParkshore Wealth ManagementOctober 15, 2024Presidential Election, Election Year, Stock Market, Election Year Investing, Fiduciary Financial Advisor, Market Volatility, Long-Term Investing, Diversification, Market Risk.

401(k) Strategies for Mid-Career Professionals

Want to make the most of your 401(k)? Here are strategies to help you create a comfortable retirement with an eye toward short- and long-term tax savings.

Investment ManagementParkshore Wealth ManagementOctober 1, 2024401k, Traditional 401k, Roth 401k, Tax Diversification, Pre-Tax Contributions, After-Tax Contributions, Matching Contributions, Risk Tolerance, Rebalancing, Fiduciary Financial Advisor, RMD, Required Minimum Distributions

Rolling Over Your 401(k): Options and Best Practices

What should you do with your old 401(k)? Here are four options, including pros and cons.

Investment ManagementParkshore Wealth ManagementSeptember 15, 2024401(k), Rollover, Retirement Savings, Retirement Planning, Job Transition, Cashing Out, IRA, Fiduciary Financial Advisor