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How Should I Incorporate Travel into Our Retirement Planning?
How Should I Incorporate Travel into Our Retirement Planning?

Many people dream of traveling the world or at least vacationing more during retirement since they’ll have more free time. You can better achieve your travel goals by planning for them now.

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VideoParkshore Wealth ManagementJune 26, 2019retirement, Retirement Planning, retirement travel
How Can I Save for Retirement if I'm Self-Employed or Own a Small Business?
How Can I Save for Retirement if I'm Self-Employed or Own a Small Business?

If you’re a small business owner or self-employed, you may not have a clear understanding of how you should save for retirement.

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VideoParkshore Wealth ManagementJune 12, 2019prepare for retirement, retirement, self employed
Is Your Company’s 401(k) Plan as Good as It Could Be?
Is Your Company’s 401(k) Plan as Good as It Could Be?

Recent court rulings may make you want to double-check.

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Financial Planning BlogParkshore Wealth ManagementMay 30, 2019401k, retirement
Retirement and Adult Children
Retirement and Adult Children

Supporting family can put a crimp in your financial strategy.

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Financial Planning BlogParkshore Wealth ManagementMay 30, 2019Children, heirs, legacy
What Is a Fee-Only Financial Advisor?
What Is a Fee-Only Financial Advisor?

There are many types of financial advisors, and the terms used to describe them can be confusing or sound interchangeable.

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VideoParkshore Wealth ManagementMay 21, 2019Fee only advisor, Fee-Only, financial advisory
What Is the Best Age to Buy Long-Term-Care Insurance?
What Is the Best Age to Buy Long-Term-Care Insurance?

When it comes to long-term care, the costs can be enormous, and Medicare will help only in the most limited of circumstances.

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VideoParkshore Wealth ManagementMay 9, 2019long-term care
Teaching Your Heirs to Value Your Wealth
Teaching Your Heirs to Value Your Wealth

Values can help set goals and purpose.

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Financial Planning BlogParkshore Wealth ManagementApril 30, 2019heirs, legacy
3 Questions to Answer Before Taking Social Security
3 Questions to Answer Before Taking Social Security

Get the most out of your benefits.

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Financial Planning BlogParkshore Wealth ManagementApril 30, 2019
Investing in Agreement with Your Beliefs
Investing in Agreement with Your Beliefs

The case for aligning your portfolio with your outlook and worldview.

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Financial Planning BlogParkshore Wealth ManagementMarch 26, 2019
Protect Yourself Against Identity Thieves
Protect Yourself Against Identity Thieves

Having your information stolen could be costly.

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Financial Planning BlogParkshore Wealth ManagementMarch 26, 2019
Should We Set Up a Trust for Our Son Who Has Special Needs?
Should We Set Up a Trust for Our Son Who Has Special Needs?

Special needs does not mean only developmentally disabled. It could be a child who just does not do well with money or who spends every dollar that they get.

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VideoParkshore Wealth ManagementMarch 14, 2019financial planning, personal finance, special needs, special needs trust
What Steps Should I Take to Ensure My Financial Well-Being After a Divorce?
What Steps Should I Take to Ensure My Financial Well-Being After a Divorce?

Divorce happens. How do we deal with the financial well-being after a divorce? Really, the key is to re-examine everything.

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VideoParkshore Wealth ManagementFebruary 28, 2019divorce
New Tax Rules and Charitable Contributions
New Tax Rules and Charitable Contributions

What are the limits for donor-advised funds and private foundations?

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Financial Planning BlogParkshore Wealth ManagementFebruary 26, 2019Charitable Contributions, New Tax Laws
The A, B, C, and D of Medicare
The A, B, C, and D of Medicare

Breaking down the basics and what each part covers.

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Financial Planning BlogParkshore Wealth ManagementFebruary 26, 2019medicare
What Is Asset Location, and Why Should I Use It?
What Is Asset Location, and Why Should I Use It?

One of the considerations in developing a good portfolio is asset location.

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VideoParkshore Wealth ManagementFebruary 14, 2019Investments, Taxes
Traditional vs. Roth IRAs
Traditional vs. Roth IRAs

Both traditional and Roth IRAs can play a part in retirement planning.

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Financial Planning BlogParkshore Wealth ManagementJanuary 29, 2019Roth, roth ira
Section 199A Business Tax Deductions
Section 199A Business Tax Deductions

A deduction intended for pass-through business owners.

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Financial Planning BlogParkshore Wealth ManagementJanuary 29, 2019tax deductions
How Much Should I Save to Avoid Running Out of Money in Retirement?
How Much Should I Save to Avoid Running Out of Money in Retirement?

This is a financial planning question. It is mathematical, and you can figure it out. It depends on what age you are.

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VideoParkshore Wealth ManagementJanuary 24, 2019prepare for retirement, Retirement Planning
Should I Take a Lump Sum or Monthly Payout for My Pension?
Should I Take a Lump Sum or Monthly Payout for My Pension?

The answer depends on what percentage of the monthly payout divided by the lump sum and how long your breakeven is.

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VideoParkshore Wealth ManagementJanuary 10, 2019Pension, personal finance, retirement, Retirement Planning
Putting a Price Tag on Your Health
Putting a Price Tag on Your Health

Being healthy not only makes you feel good, but may also help you financially.

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Financial Planning BlogParkshore Wealth ManagementJanuary 3, 2019financial planning, Health
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Parkshore Wealth Management
3007 Douglas Boulevard, Suite 150,
Roseville, CA, 95661,
United States
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5940 Granite Lake Dr. | Granite Bay, CA 95746 | Office: (916) 797-3007
50 Iron Point Circle, Suite 140 | Folsom, CA 95630 | Office: (916) 797-3007
3300 North Triumph Blvd., Suite 100 | Lehi, UT 84043 | Office: (385) 250-1830
196 South 100 West, Suite 107 | Logan, UT 84321 | Office: (385) 250-1830
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