As seen in

Blog

Financial Advisor Utah

Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Planner

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also end up retiring at a […]

Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 19, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.  The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The Nasdaq Composite index added 1.09%. The MSCI EAFE index, which tracks developed overseas

The Fiduciary Advisor Report – Monday, April 19, 2021 – South Jordan, Utah Read More

Financial Advisor Utah

Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Advisor

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also end up retiring at a

Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Advisor Read More

Financial Advisor Utah

The New Inherited I.R.A. Rules
 – Presented by Mark K. Lund, Financial Advisor

Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions. The big change: the introduction of the 10-year rule for beneficiaries.

The New Inherited I.R.A. Rules
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 29, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks.  The Dow Jones Industrial Average added 1.36%, while the Standard & Poor’s 500 gained 1.57%. The Nasdaq Composite index

The Fiduciary Advisor Report – Monday, March 29, 2021 – South Jordan, Utah Read More

Financial Advisor Utah

Retirement Seen Through Your Eyes – Presented by Mark K. Lund, Investment Advisor

After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your retirement savings are not as great as you

Retirement Seen Through Your Eyes – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 22, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors. The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index lost 0.79% for the week. The MSCI EAFE index, which

The Fiduciary Advisor Report – Monday, March 22, 2021 – South Jordan, Utah Read More

Financial Advisor Utah

Retirement Questions That Have Nothing to Do With Money – Presented by Mark K. Lund, Financial Planner

Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you plan your retirement. What will you do

Retirement Questions That Have Nothing to Do With Money – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 15, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew. The Dow Jones Industrial Average gained 4.07%, while the Standard & Poor’s 500 tacked on 2.64%. The Nasdaq Composite index rose 3.09% for

The Fiduciary Advisor Report – Monday, March 15, 2021 – South Jordan, Utah Read More

Financial Advisor Utah

2020 IRA Deadlines Are Approaching
 – Presented by Mark K. Lund, Investment Advisor

Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate December with important IRA deadlines. December 31, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. April 15, 2021 is the deadline for making annual contributions to

2020 IRA Deadlines Are Approaching
 – Presented by Mark K. Lund, Investment Advisor Read More

The Introduction To Prosperous Investing — The First Appointment


Once you schedule your
Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours.  The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience.  To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

Scroll to Top