Utah Finance News (United States)

Anthony Panek to Work with People to Identify Needs and Solutions Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Anthony Panek as a financial services professional.

Intermountain Financial Group, the Utah General Agency for Massachusetts Mutual Life Insurance Company (MassMutual), is pleased to announce that Jon Knudson has accepted the position as the new Disability Income (DI) insurance specialist.

VA Mortgage Leader is now offering veterans and active military members that have been current for the past 12 months on their VA Loans the opportunity to streamline refinance according to VA Guidelines.

9 Year Mortgage, a Utah Corporation, recently announced its expansion into the Canadian market. 9 Year Mortgage provides structured debt acceleration solutions to help clients eliminate all of their debt in about nine years,including their mortgage.

It is normal for a lender to ask for many documents and upfront fees to obtain commercial financing. A broker should ask for the same things.

Charitable Arm of Credit Union, the We Promise Foundation, donates $12,183 to Primary Children’s Medical Center to build new Hope Garden for children and their families to enjoy during hospital stay

People often focus their retirement planning efforts on meeting financial goals while neglecting other equally important issues. Questions involve not just what financial resources you will have, but how you will use your time during retirement.

The 2011 Subaru Forester is one of the top 10 “Best Affordable Compact SUVs,” according to U.S. News Rankings and Reviews, which based its analysis on 51 published reviews and test drives of the Subaru Forester.

Mortgage Compliance Advisors announces free webinar to help lenders and brokers get the most benefit from their QC audit reports.

Research gathered by a Utah education company suggests Mother’s Day 2011 to be a solid retail sign of improvement in the ailing American economy.

Ten companies selected for summer mentor-driven investment program.

Net Worth Advisory Group is pleased to announce the hiring of Merrit Arnell as Director of Operations and Finance. Merrit has over 25 years of experience in business and project management.

One of the most direct and pointed programs for entrepreneurs in Utah, “UBA Reality Entrepreneurism ©” is taking its critical success factors seminars on the road to a location near you!

With yesterday’s announcement that the LO Compensation Final Rule will move forward, Mortgage Compliance Advisors announces launch of template for Loan Originator Compensation Policy.

Net Worth Advisory Group is offering an e-book titled "Understanding Financial Terms" at no cost. Each chapter of the e-book covers a commonly misunderstood financial topic. The book can be downloaded from Lon Jefferies' financial blog.

A NEW type of Bartering Service called Mommy Swap. This service is for MOMS ONLY and geared toward helping families save money. It's pretty much just like a traditional sale except you Barter your kids outgrown clothes, shoes, toys, new ones.

Recent “cataclysmic” events will be approximately the fifteenth time the world was supposed to end since 1981, when some individuals at Net Worth Advisory Group began their careers as financial advisors. Should investors be worried?

Sales of equity indexed annuities have grown in recent years. These are complex investments and because salespeople are paid large commissions for promoting these products it’s difficult to get an objective opinion on whether they're right for you.

Idea Partnership of Utah is Seeking Tech Savvy Entrepreneurs to Participate in their Local Business Plan Competition.

Panelists will answer your specific questions about RESPA/GFE, TIL, QC Plans, and other compliance topics.

A common misconception about the Section 125 POP Plan is that it is too complex to set up and is even more difficult to maintain. On the contrary, POP Plan documents can be updated and in compliance with regulation requirements in just a short time.

Series A financing fuels public launch of online service that helps small businesses secure loans

Come to Salt Lake City, Utah 28 February to 1 March 2011 for two days of customized, fine tuned estate planning seminar. With this uncertain economy, you've got to do what you can to protect your hard earned money.

Lately, many clients have express worries that the bond market will continue to decline in value. Consequently, individuals have wondered whether they should sell their bond positions.

Partnership will provide clients with a fast, efficient file transfer method for mortgage quality control solutions.

Celtic Bank announced today that for Small Business Administration’s (SBA) first fiscal quarter of 2011 (October – December 2010) it is the Top SBA Lender in Utah. Celtic Bank has been providing loans to small businesses for more than 10 years...

New reverse mortgage product allows penthouse condo buyers to put only 35% to 40% down with no payments the rest of their lives.

Do we find ourselves working harder and harder and not accomplishing our goals? Learn how to tap into your inner power by learning the complete equation for experiencing amazing results.

401(k) plans can involve a long list of costs and fees, some of which are covered by the employer and some by the employee. However, with some effort and diligence, you have the ability to drastically reduce these costs.

David Swapp, Certified Financial Planner and partner at Net Worth Advisory Group, a fee only financial planning firm in Salt Lake City, Utah, contributes to a round table discussion concerning the wealth management industry.

Net Worth Advisory Group in Salt Lake City, Utah, was named a top financial planning firm by an independent study by NABCAP. The firm was found to excel at retirement planning, financial planning, investment management, and portfolio management.

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Menlove Business Solutions offers several options for small business commercial vehicle sales and business commercial vehicle financing, including business lines of credit, business credit, acceptance of small business credit cards and other options.

Enjoy these six sensible investment resolutions published by Dimensional Funds

Menlove Business Solutions offers several options for commercial vehicle sales and commercial vehicle financing, including lines of credit, business credit, acceptance of small business credit cards and other options from Toyota Financial.

As part of its Strategic Partner Programs Mazuma Capital unveils a new exclusive Broker Services Program.

Celtic Bank announced today that it has received its sixth U.S. Small Business Administration (SBA) Utah Lender of the Year award in the small lender category for 2010. Currently Celtic Bank is the Overall Top SBA Lender in Utah for 2011...

There has been some confusion about Obama's proposed tax legislation. This is a summary of the items being discussed.

Net Worth Advisory Group, one of Salt Lake City’s leading Fee Only Registered Investment Advisory firms, announced it has obtained the advisory firm of Luke Wealth Strategies and has expanded with the opening of its Scottsdale Arizona office.

Ray LeVitre, founder of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss factors investors should consider before year-end. Topics included reducing tax liability and Roth IRA conversions.

Net Worth Advisory Group of Salt Lake City, Utah, disclosed a comparison of the costs involved with investing through their service as opposed to investing in mutual funds. The comparison utilizes costs identified in a new study by State Street Corp.

Mazuma Capital adds social media and strong online presence to marketing initiatives

Net Worth Advisory Group in Salt Lake City, Utah, was named a top financial advisor by an independent study. Net Worth Advisory Group was found to excel at retirement planning, financial planning, investment management, and portfolio management.

Tax planning has always been a challenging element of the financial planning process. This year it has been especially difficult because of the pending changes to the tax code. So how do we properly tax plan in the face of such uncertainty?

As a leader in Utah's financial industry, Net Worth Advisory Group participated in Utah Business Magazine's annual Wealth Management Roundtable on Thursday, November 11, 2010. An edited transcript of the discussion will appear in the December issue.

Tough times equals opportunity for people who know how to navigate the economy. In this new training class offered by the personal finance experts, METS Financial, you will discover how to be happy in a tough economy.

On November 2, 2010, Ray LeVitre, founding partner of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss the factors investors should consider when identifying a qualified financial advisor.

Charles S. Crawford has joined Merrick Bank as Senior Vice President of Business Development for its Merrick Merchant Services unit.

On October 18th, 2010, Ray LeVitre, founding partner of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss how investors can adequately diversify their investment portfolios.

Empower Group, LLC announced that it will begin operating under the name Property 23. The new name allows them to better represent their business of providing turnkey, low-cost properties that bring high cash flow opportunities for clients