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SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
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SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
    • About Us
    • Team
  • Services
  • Process
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
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Month: September 2019

Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules

September 25, 2019

Do you have company stock in your 401(k) plan? Net Unrealized Appreciation rules could save you thousands in taxes. Read more

Recent Posts

  • Dealing with the Emotional Roller Coaster of a Sustained Bear Market
  • Don’t Let Stock Market Noise Distract You from Real Investing
  • Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It
  • Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You
  • What Every Utah Resident Should Know About Ponzi Schemes

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Location

SwitchPoint Financial Planning, LLC

2901 W Bluegrass Blvd Suite 200-26

Lehi, UT 84043

(Serving clients across the U.S.)

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Recent Blog Posts

  • Dealing with the Emotional Roller Coaster of a Sustained Bear Market September 23, 2022
  • Don’t Let Stock Market Noise Distract You from Real Investing July 21, 2021
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  • Disclosure
Advisory services offered through SwitchPoint Financial Planning LLC, a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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