5 Wealth Management

12/11/2025

Here we go!!!

11/06/2025

AARP and the National Alliance for Caregiving recently released the 2025 edition of Caregiving in the US. Last issued in 2020, this extensive report offers a comprehensive snapshot of the evolving family caregiving landscape. It focuses on the experiences of family caregivers of adults, identifying...

10/15/2025

In retirement, every day feels like a Saturday.
School may be starting up again, but once you’ve walked away from work, you’re on a permanent summer vacation.
Tune into Marc Roethel and Ed Kinsey on Retire Smart Utah, airing locally on FOX 13 every Saturday morning, to learn how you can make your income last to and through retirement.

10/15/2025

✅Need a reality check?

When you enter retirement and the biweekly paychecks stop coming, everything changes.

Click here to complete our free, comprehensive evaluation designed to gauge your preparedness for one of life's most significant transitions.

https://ow.ly/7kKT50WUefy

12/14/2023

Awesome trip to New York! We even were able to hang out in the Barclays suite at the game! Barclays, you were exceptional hosts. Thank you!

09/20/2022

Sign up today. Seats are filling up fast!

Investment seminar. Come learn how to invest in state and out of state, financial advisors will be present and lenders will give you onsite

12/09/2020

Tips to Teach Your Kids About Credit 1- Manage your credit score- Pay your credit cards off before the close date, not the due date. This makes your card show a lower balance on your credit report. Pay down debt strategically- snowball debt vs highest balance... and mix it up. having a variety of de...

11/13/2020

Congrats to our long time friend! Kyle you've earned it!

In his JR season, Kyle Stapley started and played in all 12 games as the center, leading the New Mexico Lobo Football with 850 snaps played.

07/30/2020

Here's a FREE tool to help make smart decisions. Download it for free here.