Your Kids Will Handle Enough When You’re Gone. Make the Financial Part Easier

Without an updated estate plan, your children may face financial and legal complexity on top of grief. Here’s what’s at stake and how getting organized can help the people you love.

Estate PlanningParkshore Wealth ManagementJune 15, 2026Estate Settlement, Probate, Inherited IRA, Beneficiary Designations, Family Financial Planning, Legacy Planning, Multi-Generational Planning, Fiduciary Financial Advisor

5 Financial Mistakes Adult Children Make When Helping Aging Parents

Helping aging parents with their finances is an act of love. But it can go sideways. Here are five mistakes adult children commonly make, with tips for avoiding them.

Financial PlanningParkshore Wealth ManagementJune 1, 2026Trusts, Aging Parents, Family Financial Planning, Elder Care, Long-Term Care Planning, Power Of Attorney, Multi-Generational Planning, Estate Planning, Caregiver Finances, Fiduciary Financial Advisor, Retirement Planning

The Documents Your Children Will Scramble to Find If You Don’t Organize Them

If something happened to you tomorrow, would your children know where to find what they need? Here's what to organize and why it matters.

Estate PlanningParkshore Wealth ManagementMay 15, 2026Long-Term Care Planning, Aging Parents, Elder Care, Financial Documents, Family Financial Planning, Wills, Trusts, Power Of Attorney, Legacy Planning, Document Organization, Financial Preparedness, Multi-Generational Planning

How to Talk to Your Parents About Long-Term Care Without Causing a Fight

Talking to aging parents about long-term care doesn’t have to end in an argument. Here’s how to approach the conversation before a health crisis forces the issue.

Financial PlanningParkshore Wealth ManagementMay 1, 2026Long-Term Care Planning, Aging Parents, Family Financial Conversations, Elder Care, Long-Term Care Insurance, Retirement Planning, Estate Planning, Caregiving, Financial Planning for Families, Multi-Generational Planning

How Installing Solar Today Is Different Than in the Past

Solar financing has changed dramatically. Learn how today’s tax credits, leasing options, and cost reductions compare to the past, and what it means for your financial plan.

Financial PlanningParkshore Wealth ManagementApril 15, 2026Solar Tax Credit, Solar Financing, Solar Lease, Solar PPA, Renewable Energy, Tax Planning, Home Energy, Financial Planning, Net Metering

SpaceX Employees: Is Your Financial Plan Ready for an IPO?

SpaceX has filed for what could be the largest IPO in history. If you hold stock options or RSUs, here are the key financial planning areas to consider before shares start trading.

Equity CompensationParkshore Wealth ManagementApril 7, 2026Senior Tax Deduction, Roth IRA Conversion, One Big Beautiful Bill, SpaceX IPO, Stock Options, Equity Compensation, ISO, RSU, Tax Planning, AMT, Concentration Risk, Financial Planning, Technology Professionals

A New Tax Deduction for Seniors Could Make This the Right Year for a Roth Conversion

A new $6,000 senior tax deduction may create a window to convert traditional IRA funds to a Roth IRA without raising your tax bill. Here’s how it works.

Tax PlanningParkshore Wealth ManagementApril 1, 2026Senior Tax Deduction, Roth IRA Conversion, One Big Beautiful Bill, Tax Planning for Retirees, Traditional IRA To Roth, IRA Conversion Strategy, Retirement Tax Strategy, Enhanced Deduction for Seniors

What Is a Fiduciary Financial Advisor and How Can You Find One in Utah?

Looking for a fiduciary financial advisor in Utah? Learn what a fiduciary means and how to find a fee-only fiduciary advisor in Lehi, Logan, or anywhere in Utah.

Financial PlanningParkshore Wealth ManagementMarch 15, 2026Fiduciary Financial Advisor, Fee-Only Financial Advisor, Financial Planning, Registered Investment Advisor, Wealth Management

NIL Income Is an Opportunity. Don’t Miss It.

What you do with your NIL money in the next few years may be one of the most important decisions you make.

Financial PlanningParkshore Wealth ManagementMarch 1, 2026NIL Income, NIL Athletes, College Athletes, Financial Planning, Wealth Building, Tax Planning, Business Formation, Young Adults, Early Career, Financial Foundations

What Is a Fiduciary Financial Advisor and How Can You Find One in Sacramento?

Looking for a fiduciary financial advisor in Sacramento? Learn what makes fee-only fiduciaries different and how to find one.

Financial PlanningParkshore Wealth ManagementFebruary 15, 2026Fiduciary Advisor, Fee-Only Planning, Sacramento Financial Advisor, Granite Bay, Folsom, CFP Professional, Registered Investment Advisor, Wealth Management

College vs. Trade School: Which Is Best for Your Child or Grandchild?

Helping a child or grandchild choose between college and trade school? Here’s how to weigh the financial and lifestyle implications of each path.

Education PlanningParkshore Wealth ManagementFebruary 1, 2026College Planning, Trade Schools, Apprenticeships, Multigenerational Planning, University Education, Education Loans

10 Signs It’s Time to Hire a Financial Advisor

As your finances become more complex, managing everything alone can feel overwhelming. Discover 10 signs it may be time to hire a financial advisor.

Financial PlanningParkshore Wealth ManagementJanuary 15, 2026Financial Planner, Financial Advisor, Wealth Management, Financial Complexity, Financial Coordination, Tax Planning, Market Volatility, Investment Management, Charitable Giving

Important Tax and Retirement Plan Numbers for 2026

Here are key tax and retirement planning numbers for 2026 to help you plan for the year ahead.

Tax PlanningParkshore Wealth ManagementJanuary 1, 2026Tax Brackets, Retirement Plan Contributions, Capital Gains, Estate Planning