David White - Investment Management Consultants

David White - Investment Management Consultants David has been Series 7 licensed since 1995 and has focused his practice on financial planning, reti

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
09/02/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

This message provides a look at how variable rates of return impact investors over time.
08/31/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

For a small business, the loss of a key person could cause financial hardship.
08/28/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
08/26/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
08/24/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Does it make more sense to push back retirement, or not to retire at all?
08/21/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
08/19/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
08/17/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
08/14/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
08/12/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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6465 S 3000 E, Ste 200
Salt Lake City, UT
84121

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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