Finance + Legal Services

3 Things Everyone Should Know

When Shopping for Home & Auto Insurance Article by Lon Hudman Shopping for home and auto insurance can feel overwhelming. Between online quotes, catchy commercials, and “too good to be true” prices, it’s hard to know what actually matters. Before you choose a policy—or switch from your current one—here are three key things every insurance customer should understand. 1. The Cheapest Policy Is Rarely the Best Policy Price matters, but coverage matters more. Many low-cost policies cut corners...

Education

Kindness Chronicles: Rooted In Community

Investing in our environment in celebration of Earth Day this April, we highlight TreeUtah, a local nonprofit. Article by Evana Mauriz | Photography by "Photo John" Shafer In celebration of Earth Day , we would like to highlight a local nonprofit that helps maintain Utah’s beautiful ecosystems. We live in a state defined by stunning landscapes and rapid growth. However, preservation requires appreciation alongside dedication.  For nearly four decades, TreeUtah has been leading that front...

Finance + Legal Services

When Planning Matters Most

Does your financial plan include a care plan? Article by Ryan Peterson | Photography by Midnight Imagery As a Certified Financial Planner®, I was taught through textbooks and lectures about long-term care insurance (LTCI). I didn’t truly understand its value until I watched my mother slowly fade. My mom was vibrant, sharp, and fiercely independent. When her health began to decline, my father did everything he could to care for her at home. Eventually, it became more than one person could...

Finance + Legal Services

Financial Triggers Begin Early

How to invest in healthy money habits at an early age Article by Josh Doutre When Sarah’s eight-year-old son started asking why their neighbors had a bigger house and newer toys, she felt a familiar knot in her stomach. Money was tight, and every trip to the grocery store seemed to end with a quiet sigh or a “not today” when her kids asked for treats. What Sarah didn’t realize was that her children were picking up more than numbers on price tags. They were absorbing her stress, her worries...