mcoulliette@ofadv.com

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Estate

And the Executor Is
3 Estate Challenges for Blended Families
Trends in Charitable Giving
Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist
A Brief History of Estate Taxes

Investment

How Stocks Work
How to Invest in LGBTQ+ Friendly Companies
Required Reading: The Economic Report of the President
The Utility of Sector Investing
The Anatomy of an Index

Insurance

Social Media: Newest Business Liability Risk
The Cost of Medical Care
The Value of Insuring Against Life’s Risks
Dog Bites Neighbor. Now What?
When Life Insurance Becomes Taxable
Keeping Summer Safe: Pool and Spa Safety Tips
Making Sense Of A Home Warranty

Lifestyle

Good Health is Good Business
Debt Stress
Raising Healthy Children
Prevent a Rift: Money Tips for Newlyweds
Financial Aid for Students 101
Retiring Wild: National Parks and You
Personal Finance Tips for Military Families
Pickleball in Retirement
Fixed or Variable Mortgage, Which Should You Pick?

Money

Life and Death of a Twenty Dollar Bill
Password Protection Strategies
Countering Counterfeit Currency
Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
U.S. Personal Savings Rate
The Lowdown on Those Free Credit Scores

Retirement

Split Annuity Strategy
AI Tools Changing Retiree Entrepreneurship
How Women Can Prepare For Retirement
Women on the Rise

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?

Contact

Office: (801) 676-1500

Fax: (801) 676-1505

1225 East Fort Union Boulevard

Suite 350

Cottonwood Heights, UT 84047

mcoulliette@ofadv.com

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