Category Archives: Wealth Management


Take Charge of Your Finances

Guest post by Angie Anderson Morris, CPA, Hawkins Cloward & Simister You don’t have to wait for a new year to make financial resolutions. Start before the holiday-shopping frenzy begins so that you can keep your finances under control. Taking … Continue reading

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What is a reverse mortgage?

Guest post by Jilenne Gunther, Utah State Division of Aging and Adult Services What is a reverse mortgage? To qualify for a traditional mortgage, a lender checks your income to determine how much you can afford to pay back each … Continue reading

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Prevent a Holiday Spending Hangover

Black Friday doesn’t have to lead to black marks on your credit report Bank of American Fork is kicking off the 2012 holiday shopping season with tips to manage holiday spending and avoid a post-holiday credit hangover. “Consumers spreading holiday … Continue reading

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Are your finances in scary shape? Money management tips

Some people are scared of witches, ghosts and vampires. Some have arachnophobia. The rest of us? Managing money. Here are six tips to make managing money, well, more manageable: 1. Pick one thing to change. There are many things that … Continue reading

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Your Mortgage: Tips for Finding and Managing a Home Loan

Courtesy of Federal Deposit Insurance Corporation Buying a home is one of the most significant decisions a consumer will ever make. Given what has occurred in the housing market during the past few years, consumers need to be well-informed when … Continue reading

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20 Essential Tips for Those 55+

Are you trying to figure out how to navigate the changing financial world into your senior years? Bank of American Fork, Soltis Investment Advisors, Jones Waldo and Tanner LC teamed up recently to present a seminar for retirees and seniors. … Continue reading

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20 Essential Tips for Those 55+: A panel discussion on growing and protecting wealth

Join us on Thursday, September 27 at 6:30 p.m. at our Riverton branch for a free seminar geared to those in their senior or retirement years. Are you trying to figure out how to navigate the changing financial world into your … Continue reading

Posted in Events, Personal, Savings, Seniors, Wealth Management | 4 Comments

Clarify Your Values: The First Step to Reach Financial Greatness

Guest Post by Brian Nelson Ford, Founder and President of 8 Pillars Financial Education Company If you have ever created a budget without it being based on your values, chances are it didn’t work. Understanding what you truly care about … Continue reading

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Measuring ROI: Using the Payback Approach

Guest post by Jon Allen, Chief Compliance Officer, Bank of American Fork   The goal of financial management in a company is to maximize the value of the company’s stock.  Managers need ways to determine whether a project being considered … Continue reading

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Starting Out on Your Own: Personal Finance Tips for Young Adults

Courtesy FDIC Consumer News Have you ever taken $40 out of the ATM and a few hours later asked yourself where that money went? Or, do you use your debit card to make purchases but don’t keep track of them…and … Continue reading

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