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Why Your 529 Plan Should Get More Conservative as College Approaches

Learn why shifting your 529 plan to more conservative investments as college nears helps protect your savings so that funds are ready when needed.

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Education PlanningParkshore Wealth ManagementAugust 1, 2025529 Plan, College Savings, Investment Strategy, Risk Management, Family Finance, Saving for College, Tax Advantaged Accounts
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.

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Financial PlanningParkshore Wealth ManagementJuly 15, 2025Silicon Slopes, Lehi, Utah, Tech, High Tech, Equity Compensation, Tax Planning, Liquidity Event
When Moving for a Cheaper Retirement Isn’t So Cheap

Thinking of moving to save money in retirement? Rising costs may challenge that plan. Explore smarter strategies before making the leap.

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Retirement PlanningParkshore Wealth ManagementJuly 1, 2025Real Estate, Relocation, Income Taxes, Property Taxes, Downsizing, Cost of Living, Housing Market
The Clock Is Ticking: What the 2025 Tax Sunset Means for You

Learn how the 2025 tax sunset could impact your income, estate plan, and business. Key tax cuts may expire—start planning with your advisors now.

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Tax PlanningParkshore Wealth ManagementJune 15, 2025Tax Changes, Tax Cuts and Jobs Act, TCJA, Income Tax Rates, Standard Deduction, Personal Exemption, Estate and Gift Tax Exemption, QBI, SALT, Child Tax Credit
Smart Giving Strategies in Changing Markets

Explore smart, tax-efficient giving strategies for any market. Learn how to align generosity with your financial goals.

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Charitable GivingParkshore Wealth ManagementJune 1, 2025Appreciated Securities, DAF, Donor Advised Fund, Roth IRA Conversion, Charitable Trust, Tax Loss Harvesting, QCD, Qualified Charitable Distribution
Planning for Goodbye: Financial Guidance for Families Navigating Long-Term Illness

Inspired by “The Art of Dying Well,” this guide offers compassionate financial advice for families navigating long-term illness.

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Financial PlanningParkshore Wealth ManagementMay 15, 2025Art of Dying Well, Katy Butler, Long-Term Care, Caregiving, Palliative Care, End of Life, Estate Planning, Elder Care
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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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