Giving That’s Tax-Savvy: How Qualified Charitable Distributions (QCDs) Work

Learn how qualified charitable distributions can lower taxes, satisfy RMDs, and maximize your giving with clear, practical tips.

Retirement PlanningParkshore Wealth ManagementSeptember 1, 2025Logan, Utah, Utah Retirement, Investment Strategies, Tax Planning, Social Security, Healthcare, Medicare, Long-Term Care, Retirement Income

Retirement Planning in Logan, Utah: What Residents Should Know

Planning for retirement in Logan, Utah? Learn what to consider—from taxes to healthcare—to create a plan that supports your goals and lifestyle.

Retirement PlanningParkshore Wealth ManagementAugust 15, 2025Logan, Utah, Utah Retirement, Investment Strategies, Tax Planning, Social Security, Healthcare, Medicare, Long-Term Care, Retirement Income

Financial Planning for Tech Employees in Silicon Slopes, Utah

Explore financial planning tips for tech professionals in Utah’s Silicon Slopes—from equity compensation and tax strategy to real estate and retirement. Tailored for those working in Lehi, Provo, and beyond.

Financial PlanningParkshore Wealth ManagementJuly 15, 2025Silicon Slopes, Lehi, Utah, Tech, High Tech, Equity Compensation, Tax Planning, Liquidity Event

Capital Gains Tax Planning: Preparing for the Sale of Investments and Property

Thinking about selling investments or property? Learn how capital gains taxes work and discover strategies to help minimize your tax burden.

Tax PlanningParkshore Wealth ManagementFebruary 15, 2025IRS, Capital Gains, Short Term Capital Gains, Long Term Capital Gains, Real Estate Taxes, Property Taxes, Investment Taxes, California, Utah, Fiduciary, Fee-Only

What Is a Fee-Only Financial Advisor, and Where Can I Find One in Logan, UT?

Here’s how fee-only financial planners stand out from other financial professionals and how you can one in Logan, Utah.

Financial PlanningParkshore Wealth ManagementAugust 15, 2022Fee-Only, Commission, Utah, Logan, Fee-Based, Fiduciary, Registered Investment Advisor

An Ultimate Guide to Wealth Management in Lehi, Utah

This article discusses wealth management services and how to find them in Lehi, Utah.

Financial PlanningParkshore Wealth ManagementSeptember 6, 2021Wealth Management, CFP, CERTIFIED FINANCIAL PLANNER, Fee-Only, Fiduciary, Lehi, Utah

What Is a Fee-Only Financial Advisor and How to Find One in Logan, UT

Read this article to find out how a fee-only financial advisor could benefit you and how to find one in Logan, Utah.

Financial PlanningParkshore Wealth ManagementSeptember 1, 2021Fee-Only, Commission, Fee-Based, Logan, Utah