Retire Smart Utah

10/09/2026

Retirement planning is about more than investments and income.

Bank accounts, insurance, taxes, Social Security and important paperwork are all part of the picture. Making sure both spouses understand the plan can make a difficult transition a little less overwhelming.

10/07/2026

When someone brings up a good point, you have to hand it to them. Retirement has a lot of moving pieces. It helps to hear more than one perspective.

09/28/2026

Retirement planning doesn’t have to stop at the meeting room.

Articles, videos, and educational resources can help you continue learning on your own time.

Looking for a place to start? Tune in to Retire Smart Utah!

09/23/2026

Your retirement goals may stay the same, but the market doesn’t.

Rebalancing can help keep your portfolio aligned with your goals and the level of risk you’re comfortable with. When was the last time you took a closer look?

09/21/2026

Retirement takes planning. This moment did not!

Tune into Retire Smart Utah Saturday mornings for real conversations about money, retirement, and all the things you start thinking about as you get closer.

09/16/2026

A will helps put your wishes in writing, but it’s about more than who gets what.

It can also help clarify who will handle important responsibilities when the time comes. Is your estate plan up to date?

09/14/2026

On Retire Smart Utah, we keep the conversation flowing when it comes to finances, retirement, and planning for what’s ahead.

Tune in for more!

09/09/2026

Interest rates can influence more than borrowing and saving. They may also play a role in certain life insurance decisions.

Whole life insurance can provide a death benefit for loved ones while offering features that may support your broader financial strategy over time.

Here’s what to know when considering whether it fits into your plan. https://ow.ly/5BTP50ZA2Nc



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.
Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

Now is a good time to diversify your retirement portfolio with a whole life insurance policy.

09/02/2026

Before getting to any other questions, ask your financial advisor if they’re a fiduciary.

Professionals who are held to that standard must make recommendations that are in your best interests, not their bottom line.

09/01/2026

Protecting the people you love means having a reliable safety net in place before you actually need it.

Take a moment this Life Insurance Awareness Month to confirm your plan reflects your family's current goals and needs.