Premier Retirement Plan Advisors

08/07/2026

What a great few days in Salt Lake City, Utah! ⛰️

We were excited to attend Cetera’s Connect2Peers Conference from August 3rd–6th, connecting with fellow advisors and gaining valuable insights along the way.

The conference brought together financial professionals from across the industry to share ideas, learn from one another, and explore new strategies for better serving our clients. Through peer networking, inspiring keynotes, interactive sessions, and conversations with industry experts, we gained valuable insights and practical strategies that we can bring back to our practice.

Continuing education and collaboration are an important part of our commitment to our clients. We’re excited to put these new ideas into action and continue providing thoughtful, personalized guidance as we help our clients pursue their financial goals.

08/07/2026

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.

08/05/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

08/03/2026

Rising costs don’t stop at retirement. Learn how retirees can think about maintaining their lifestyle as everyday expenses continue to change overtime.

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

07/31/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

07/29/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

07/27/2026

Where do you begin when buying a home? This article has some pointers.

07/24/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

07/22/2026

When saving for the future feels impossible, start small. For example, save \$600 in six months by setting aside \$100 per month. Setting time-bound goals with manageable steps can help you stay motivated and build momentum.

07/20/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.