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Best Ways to Leave Real Estate to Your Heirs

Here are some of the ways you can leave your home and other real property to your children and grandchildren.

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Estate PlanningParkshore Wealth ManagementDecember 15, 2021Real Property, Real Estate, Family Home, Vacation Home, Will, Living Trust, Transfer on Death, Deed
Will Social Security Be Around When I Retire?

The Social Security trust fund is expected to be underwater by 2034. Here’s what you can do.

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Retirement PlanningParkshore Wealth ManagementDecember 1, 2021Social Security, Social Security Trust Fund, Retirement Income
The Stock Market Is Not the Economy

The stock market and the economy influence each other, but they are not the same.


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Financial PlanningParkshore Wealth ManagementNovember 17, 2021Stock Market, Economy, Diversification, Inflation, Interest Rates
Is the Stock Market Going to Crash Anytime Soon?

Is the market going to crash anytime soon? And if it is, what can you do about it? Let’s take a look.

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Investment ManagementParkshore Wealth ManagementNovember 1, 2021Market Crash, Interest Rates, Inflation, P/E, S&P 500
Should I Move Out of California When I Retire to Save on Taxes?
Should I Move Out of California When I Retire to Save on Taxes?

A lot of people think they would save a lot of money on income taxes if they retired to another state, but the numbers might surprise you.

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Retirement PlanningParkshore Wealth ManagementOctober 15, 2021California, Relocation, Property Taxes, Income Taxes, Sales Taxes
A Guide to Finding a Fiduciary Financial Advisor in Lehi, UT
A Guide to Finding a Fiduciary Financial Advisor in Lehi, UT

This article explains how a fiduciary financial advisor can help if you want unbiased financial advice and how to find one in Lehi, Utah.

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Parkshore Wealth ManagementOctober 9, 2021
What Is a Fiduciary Advisor, and How Do I Know If My Advisor Is One?
What Is a Fiduciary Advisor, and How Do I Know If My Advisor Is One?

It can be shocking to learn that a financial advisor isn't required to do what’s best for their clients. But, unfortunately, that’s the case for many financial professionals.

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Estate PlanningParkshore Wealth ManagementOctober 1, 2021Digital Assets, Online Accounts, Tax Planning, Will
 A Guide to Selecting Investment Firms in Logan, UT
A Guide to Selecting Investment Firms in Logan, UT

Here is guidance on selecting investment firms in Logan, UT, to help you achieve goals like retirement.

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Parkshore Wealth ManagementSeptember 29, 2021
Selecting Financial Advisors in Logan, UT
Selecting Financial Advisors in Logan, UT

Considering a financial advisor in Logan, UT? This article covers what financial advisors do and includes tips for selecting a Logan financial advisor.

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Parkshore Wealth ManagementSeptember 28, 2021
How to Find Investment Firms in Lehi, UT

 Learn how investment advisors can help you and how to find investment firms in Lehi, Utah.

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Parkshore Wealth ManagementSeptember 28, 2021
What Financial Advisors in Lehi, UT (and Elsewhere) Do
What Financial Advisors in Lehi, UT (and Elsewhere) Do

Read this article to find out what financial advisors do and get tips on finding a financial advisor in Lehi, Utah.

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Parkshore Wealth ManagementSeptember 27, 2021
Finding a Financial Planner in Logan, UT: Tips and Tricks for Success
Finding a Financial Planner in Logan, UT: Tips and Tricks for Success

Read this article for tips on what to look for in a financial planner in Logan, Utah.

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Parkshore Wealth ManagementSeptember 26, 2021
Selecting Wealth Management Firms in Logan, UT
Selecting Wealth Management Firms in Logan, UT

Read this article for guidance on selecting wealth management firms in Logan, Utah, and the services they might provide.

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Parkshore Wealth ManagementSeptember 25, 2021
How to Work with an Investment Advisor in Lehi, UT

Learn how an investment advisor could help you and how to find an investor advisor in Lehi, Utah.

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Parkshore Wealth ManagementSeptember 24, 2021
How to Work with a Financial Advisor in Lehi, UT

This article covers how a financial advisor might benefit you and how to find a financial advisor in Lehi, Utah.

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Parkshore Wealth ManagementSeptember 23, 2021
Tips for Selecting Wealth Management Firms in Lehi, UT

This article discusses who can benefit from wealth management firms in Lehi, Utah, and how to find one to work with.

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Parkshore Wealth ManagementSeptember 22, 2021
What to Look for in a Financial Planner in Lehi, UT

If you want unbiased planning in your best interests, here’s what to look for when seeking a financial planner in Lehi, Utah.

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Parkshore Wealth ManagementSeptember 21, 2021
Finding an Investment Advisor in Logan, UT
Finding an Investment Advisor in Logan, UT

This article discusses what investment advisors do and how to find an investment advisor in Logan, Utah.

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Parkshore Wealth ManagementSeptember 20, 2021
Working with a Financial Advisor in Logan, UT
Working with a Financial Advisor in Logan, UT

Considering a financial advisor in Logan, UT? This article covers how a financial advisor may help and offers tips for finding one in Logan.

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Parkshore Wealth ManagementSeptember 19, 2021
How to Find an Independent Financial Advisor in Logan, UT
How to Find an Independent Financial Advisor in Logan, UT

What is an independent financial advisor, and how can they help you? This article explains and includes tips for finding one in Logan, Utah.

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Parkshore Wealth ManagementSeptember 18, 2021
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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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