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Empty Nest? Here’s How Your Financial Plan Can Change

Here are five financial areas to reassess once your kids leave the nest.

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Financial PlanningParkshore Wealth ManagementMay 2, 2022Retirement Savings, Budget, Insurance, Empty Nest, Debt, Home
Should I Give My Kids an Early Inheritance?

Giving an early inheritance comes with pros and cons. Here are considerations to help you decide the best course for you.

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Estate PlanningParkshore Wealth ManagementApril 15, 2022Early Inheritance
How Geopolitical Events Affect the Stock Market

How geopolitical events such as the Russia-Ukraine war affect the stock market and what you can do about it.

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Investment ManagementParkshore Wealth ManagementApril 4, 2022Stock Market, S&P 500, Geopolitical, War, Russia, Ukraine
7 Cybersecurity Tips to Protect Your Money and Identity

Don’t let identity thieves and other scammers get your financial and personal information. Here are seven tips to help protect you online.

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Financial PlanningParkshore Wealth ManagementMarch 14, 2022Cybersecurity, Identity Theft
Leaving More than Money: How to Pass Your Values Down to Your Heirs

Your legacy isn’t limited to a financial inheritance. Here are suggestions to pass on your values to your heirs.

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Estate PlanningParkshore Wealth ManagementMarch 2, 2022Values, Legacy
Important Tax Numbers for 2022

Don’t miss out on tax opportunities! Here are key numbers to be aware of for tax year 2022.

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Tax PlanningParkshore Wealth ManagementFebruary 16, 2022Tax Year 2022, Retirement Contributions, Standard Deduction, Gift Tax, Estate Tax, Income Tax
History of U.S. Currency: From the Gold Standard to Crypto

We live in interesting times for monetary policy. Here is a brief history covering the major players affecting our financial lives today.

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Financial PlanningParkshore Wealth ManagementJanuary 31, 2022Gold Standard, Fiat Currency, Cryptocurrency, Federal Reserve, Inflation, Pandemic
Should I Sell My House While Prices Are High?

Questions to ask yourself before you cash in on a hot housing market.

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Estate PlanningParkshore Wealth ManagementJanuary 13, 2022Digital Assets, Online Accounts, Tax Planning, Will
How Do You Know When It’s Time to Put a Loved One in Long-Term Care?
How Do You Know When It’s Time to Put a Loved One in Long-Term Care?

Placing a family member in a long-term-care facility isn’t an easy decision. Here are some signs that it may be a necessary move.

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Financial PlanningParkshore Wealth ManagementJanuary 3, 2022Long-Term Care, Alzheimer Disease, Dementia, ADLs
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Parkshore Wealth Management
3007 Douglas Boulevard, Suite 150,
Roseville, CA, 95661,
United States
Hours
Logan, UT OfficeLehi, UT OfficeFolsom, CA OfficeGranite Bay, CA Office

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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