Gravitate Wealth

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Gravitate Wealth

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Intentional financial strategies for a life of peace, purpose and endless possibility. Financial Planning, Risk Management & Independent Insurance Firm

Proudly guiding Clearfield, Utah (and surrounding areas) families since 1990.

11/02/2026

Year-end is one of the busiest times behind the scenes.

While the calendar winds down, we're already reviewing accounts, checking for opportunities, and making sure nothing gets missed before the deadline hits.

It's easy to think of financial planning as something that happens once a year.

In reality, the work that matters most often happens quietly, in the weeks most people aren't thinking about it at all.

Learn more about the kind of work we do: https://www.gravitatewealth.com/our-services

10/28/2026

Q3 brought plenty of market movement and valuable lessons for investors. Take a quick look at what stood out this quarter and what it could mean moving forward.

Here's what savvy investors took away from Q3

10/18/2026

What a night for the Cougars! 🏈

BYU 28, Notre Dame 24 — and members of our Gravitate Wealth team got to witness it live at LaVell Edwards Stadium, alongside family.

And the F-35 flyover… absolutely incredible. The roar over the stadium before kickoff shook the whole place — the perfect start to an unforgettable night. 🇺🇸

The crew was firmly in the GO IRISH camp, which only made the showdown more fun. Plenty of BYU football games over the years, but never one quite like this — watching the Cougars take down Notre Dame and storming the field after that final whistle is one that will never be forgotten.

A major thank you to Dan Slater of CORE Income Advisors for sending the team out to UT this weekend!

Go Cougars! 💙

10/13/2026

The short answer: earlier than most people expect.

Your Social Security claiming age can affect your monthly benefit for the rest of your life, so it's worth understanding your options well before you plan to file.

• Claiming before your full retirement age can reduce your monthly benefit
• Waiting past full retirement age can increase it
• Your claiming decision can also affect a spouse's benefit

If you're within five to ten years of retirement, now is a good time to start thinking this through.

Reach out to us to schedule a call: https://www.gravitatewealth.com/contact

10/09/2026

Filing a tax return isn't just about avoiding a headache with the IRS. It's one of the most complete pictures you'll get of your financial life all year.

Income, deductions, credits, retirement contributions. It's all right there. And understanding what's on that return can open the door to smarter planning decisions the rest of the year.

If it's been a while since you really looked at your return (beyond the refund number), it might be worth a second look.

Schedule a Call: https://www.gravitatewealth.com/contact

10/07/2026

A Roth conversion means paying taxes on retirement savings now, in exchange for tax-free withdrawals later.

Whether that trade-off makes sense depends on your income, your timeline, and your goals.

• Are you in a lower-income year that could make a conversion more affordable?
• Do you expect to be in a higher tax bracket later in retirement?
• Would tax-free income give your plan more flexibility down the road?

There's no one-size-fits-all answer here, but it's a question worth asking before the year ends.

Schedule a Call: https://www.gravitatewealth.com/contact

10/02/2026

At its core, life insurance is a simple contract: you pay premiums, and in exchange, an insurance company pays a lump sum to the people you care about when you're gone. That's the whole idea.

The harder part is everything around it. How much you need. What type fits your family and your goals. And whether the coverage you already have still holds up to the life you're building.

September is Life Insurance Awareness Month. If it's been a while since you looked at your coverage, or you've never had the conversation at all, now's a good time to start.

We put together the full picture, types, coverage amounts, and a quick self-check, right here: https://www.gravitatewealth.com/blog/life-insurance-awareness-month

10/01/2026

A strong portfolio is a great start, but it's not the whole picture.

Tax planning, retirement income strategy, and legacy planning all play a role in how confident you feel about your financial future.

• Tax planning helps you keep more of what you earn.
• Retirement planning turns your savings into reliable income.
• Legacy planning makes sure your wishes are carried out.

When these pieces work together, your whole plan gets stronger.

Read the Blog: https://gravitatewealth.com/blog/beyond-the-portfolio

09/25/2026

A career change. A new grandchild. Retirement on the horizon.

Life keeps moving, and your financial plan should move with it.

Comprehensive planning connects your investments, taxes, insurance, and goals so every decision supports the next one.

See why it matters more than ever.

Learn More: https://www.gravitatewealth.com/blog/comprehensive-planning-in-clearfield-ut

09/22/2026

An emergency fund is smart. Years of extra cash just sitting there might be costing you more than you think.

We are breaking down how to know if you are holding too much cash, and what to do about it.

Take a look and see where you stand.

Read the Blog: https://www.gravitatewealth.com/blog/too-much-cash-in-bank

Address

1030 University Park Boulevard, Ste 2
Clearfield, UT
84015

Website

https://www.gravitatewealth.com/contact, https://www.linkedin.com/company/gravitatewealth/

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