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Monthly Message

Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

by Steven Story on Aug 31, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Group of young professionals in a meeting. They are in a casual office setting

Money Management 101: Tips for Your Kids Entering the Workforce

by Steven Story on Jul 30, 2021
Categories
Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

by Steven Story on Jul 2, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Mother and daughter cooking and laughing

Making the Most of Your Tax Return

by Steven Story on Jul 2, 2021
Categories
Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.

Living the Dream: How to Plan for Your Ideal Retirement

by Steven Story on Jun 2, 2021
Categories
Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Businesswoman looking at her phone

The Pros and Cons of Investment Apps

by Steven Story on Jun 2, 2021
Categories
Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Woman writing in a paper planner with a pen

Retirement Calculator: Are You On Track to Reach Your Goals?

by Steven Story on Jun 2, 2021
Categories
Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
Man sitting at a long table in front of a window. He is looking at his phone.

Passive Income Investments: How to Make Your Money Work for You

by Steven Story on Apr 28, 2021
Categories
Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine

The Pros and Cons of Investing in a 529 Plan for College

by Steven Story on Apr 28, 2021
Categories
College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Row of townhomes

Selling Your Home After Retirement: The Benefits of Downsizing

by Steven Story on Mar 26, 2021
Categories
Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Senior couple in a meeting with a financial professional

The Risk of Reverse Dollar-Cost Averaging for Retirees

by Steven Story on Mar 26, 2021
Categories
Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Man with glasses leaning against a wall

Common Investor Biases and How They Can Impact Your Finances

by Steven Story on Feb 26, 2021
Categories
Investments
Monthly Message
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?

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Ogden, UT 84403
United States

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Phone: 801-689-2747
Toll Free: 866-245-3300
Fax: 801-689-2004
Email: slstory@unitedplanners.com

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