Skip to main content
menu
  • Home
  • About Us
    • Our History
    • Our Team
    • Who is Avantax?
  • Our Services
    • Business & Personal Tax Preparation
    • QuickBooks Support, & Accounting Services
    • Payroll Services
    • Investments, Insurance & Financial Services
    • LLC & Corporate Entity Organization
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
    • Downloads
    • Forms
    • Glossary
  • Make a Payment
  • Contact
  • Client Login
  • Mesa Arch, Moab, United States

Blog

Glen Zaugg | Jan 20, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

Read More
Glen Zaugg | Jan 8, 2025

Avantax Market Update – January 2025

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, discusses returns for December and then shifts to a discussion
Read More
Glen Zaugg | Jan 3, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
default blog image
Glen Zaugg | Dec 20, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

Read More
Glen Zaugg | Dec 6, 2024

Avantax Market Update – December 2024

Tax Planning
Risk Management
Finance
Investments
Education
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for November and then shifts to a discussion
Read More
default blog image
Glen Zaugg | Dec 3, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More
Glen Zaugg | Nov 19, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

Read More
Glen Zaugg | Nov 5, 2024

Avantax Market Update – November 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Austin Schaul, CFA®, Investment Research Principal at Avantax recaps returns for October and then shifts to discussion
Read More
Glen Zaugg | Nov 2, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
Glen Zaugg | Oct 19, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More
Glen Zaugg | Oct 8, 2024

Avantax Market Update – October 2024

Education
Finance
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for September and then shifts to discussion around
Read More
default blog image
Glen Zaugg | Oct 2, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Address

Orem Office

1049 South Orem Blvd,
Orem, UT 84058

 

Vernal Office

Suite #102,
1680 West Hwy 40,
Vernal, UT 84078

Contact Info

801-221-4700
contact@msftaxes.com

     

Get in Touch

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA/SIPC, Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Avantax Wealth ManagementSM  3200 Olympus Blvd. Suite 100, Dallas, TX 75019

 

For more information, please visit our Privacy Policy and Terms and Conditions.

 

Insurance and Security Licensed States:

Utah, Idaho, Nevada

© 2025 MainStreet Financial Services All rights reserved.