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Blog

Grandmother with child
Glen Zaugg | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Person writing a list in a notebook
Glen Zaugg | Aug 23, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Two women meeting in an office space.
Glen Zaugg | Aug 9, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Avantax Market Update
Glen Zaugg | Aug 3, 2023

Avantax Market Update – August 2023

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 through July and discusses the Federal Reserve
Read More
Woman with graduation cap looking at the sky
Glen Zaugg | Jul 26, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Man sitting on bench in park
Glen Zaugg | Jul 14, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Avantax Market Update
Glen Zaugg | Jul 11, 2023

Avantax Market Update – July 2023

Tax Planning
Finance
Investments
Education
In this month’s market update video, Head of Research at Avantax, Austin Schaul, CFA® recaps returns through the first half of 2023 and discusses the Federal
Read More
Two people at work high fiving at a desk
Glen Zaugg | Jun 28, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Two elderly people sitting on a bench looking at the sea
Glen Zaugg | Jun 14, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Avantax Market Update
Glen Zaugg | Jun 6, 2023

Avantax Market Update – June 2023

Education
Finance
Investments
Tax Planning
Risk Management
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through May, discusses the Federal Reserve, economic
Read More
Close up portrait of child giving two thumbs up
Glen Zaugg | May 23, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Avantax Market Update – May 2023
Glen Zaugg | May 9, 2023

Avantax Market Update – May 2023

Finance
Education
Investments
Risk Management
Tax Planning
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the
Read More

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Orem Office

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Orem, UT 84058

 

Vernal Office

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Vernal, UT 84078

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contact@msftaxes.com

     

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

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