Category Archives: Wealth Management


Retirement confidence rises

For the first time in years, more Americans anticipate a comfortable retirement. What can you do to make sure you’re ready for retirement? With the average life span increasing, many Americans have struggled in retirement. Their parents and grandparents typically … Continue reading

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Steps to creating a nonprofit organization

Guest post by Angie Morris, CPA, Hawkins Cloward and Simister Charitable giving is an American tradition. We contribute to charity for a multitude of reasons. For example, to give back to society or to support a cause we feel strongly … Continue reading

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Getting fiscally fit

 By Kristen Allen Every New Year, the treadmills at the gym fill up with people determined to get physically fit. The goal of physical wellness is one we’re all familiar with, because each of us senses that we’ll be in … Continue reading

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Bank of American Fork Receives Award for Age-friendly Banking

By Amy Falke The Utah Division of Aging and Adult Services recently recognized Bank of American Fork for its pioneering efforts in age-friendly banking. Bank of American Fork has been a national leader in developing programs and products that make … Continue reading

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Senior finances: How families should help

Putting checks in place, not blame Families are often together during the holidays, making it a great time to talk about how everyone can be involved in protecting senior family members from financial abuse. Some shy away from money talk, … Continue reading

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Not a fan of paper budgets? Use online money manager to aggregate and manage your accounts

Our online money manager works for our customers. This smart and sleek financial management and budgeting tool allows you to get a complete picture of all your finances in one place. Link all of your bank accounts, retirement accounts, credit … Continue reading

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CEObuilder event next week: Putting a price on the cost of not knowing your costs

CEObuilder and Bank of American Fork invite you to join us on Wednesday, August 21, 2013 for a forum and presentation by John Briggs, CPA and partner at Lunsford Peck and Bryant Armstrong, CPA and partner at Squire and Company. … Continue reading

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Did you know that you can pay anyone, anywhere, anytime without writing a check?

Do you sometimes feel like you’re spending all of your time paying bills? Eliminate the paperwork and set up online payments. Online payments through your bank are safe and easy. “Push” payments are a safe and easy way to pay … Continue reading

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Gaining financial independence

Guest post by Richard Gray With Independence Day coming up, many are thinking about the “American Dream” and financial independence. Although many think of their personal finances, if you’re a business owner you’re probably thinking about your company. You may … Continue reading

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Smart ways to spend your tax refund

The majority of Americans expect to receive a tax refund this year—if you’re one of them, consider these ways you can wisely spend your refund. Pay down debt This is not how most consumers want to spend their refund, but … Continue reading

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