Boost Your Retirement Savings with 2025’s Super Catch-Up Contributions
Park City Wealth Advisors will explain what the super catch up contributions of 2025 could mean for you.
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Morgan Lemaitre
Nov 224 min read
10 Considerations for Year-End Tax Planning
Before the year draws to a close, it’s an ideal time to take advantage of year-end tax planning opportunities.
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Morgan Lemaitre
Nov 194 min read
Financially Smart Gift Ideas: Building Wealth Through Thoughtful Giving
PCWA will explore a range of financially smart gift ideas that are designed to build a foundation for financial security.
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Morgan Lemaitre
Nov 53 min read
How Will the 2024 U.S. Election Impact Your Money?
The potential economic shifts we could see depending on who wins the 2024 election.
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Morgan Lemaitre
Oct 284 min read
Tax Deductions and Credits You Should Know
Park City Wealth Advisors reviews tax deductions and credits you that could benefit you this upcoming tax season.
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Morgan Lemaitre
Oct 213 min read
Maximizing Your Financial Future with Park City Wealth Advisors’ Investment Solutions
Park City Wealth Advisors' investment solutions are designed to help you achieve your goals.
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Morgan Lemaitre
Oct 174 min read
Estate Planning Awareness Month: Prepare for Your Family’s Future
October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs.
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Morgan Lemaitre
Oct 143 min read
Aligning Your Philanthropic Strategy with Your Values and Financial Goals
Park City Wealth Advisors will explore five key ways a wealth advisor can help you create a meaningful, value-driven approach to charitable
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Morgan Lemaitre
Sep 303 min read
Generational Wealth Transfer is like a Relay Race
Morgan Lemaitre, Owner and Founder of PCWA compares generational wealth transfer to a relay race.
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Morgan Lemaitre
Sep 233 min read
The Advantages of Professional Financial Planning in Market Volatility
A thoughtful, disciplined strategy is crucial when navigating market volatility and preserving your assets.
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Morgan Lemaitre
Sep 193 min read
The Role of a Wealth Advisor for Business Success
Consulting a wealth advisor for business success can be just the guidance you need to drive your growth.
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Morgan Lemaitre
Sep 163 min read
Understanding Life Insurance: 7 Things You Should Know
Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it.
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Morgan Lemaitre
Sep 103 min read
Maximizing Wealth with High Net Worth Financial Planning Strategies
High net worth financial planning entails implementing strategies beyond traditional wealth management approaches.
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Morgan Lemaitre
Sep 43 min read
The Best Financial Advisory Firms 2024: OneSeven
At Park City Wealth Advisors , we are proud to be part of a network that strives for excellence in the financial industry. We are excited...
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Morgan Lemaitre
Aug 223 min read
The Subtle Threat of Financial Drift
The biggest risk clients face is often one that arises from their own habits, creeping in so subtly that they do not notice until it is...
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Morgan Lemaitre
Aug 121 min read
Taste of Tradition: Sausage and Cauliflower Umpenade Recipe.
Discover the taste of tradition with our family recipe: sausage and cauliflower umpenade. This unique dish, similar to a calzone with...
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Morgan Lemaitre
Aug 85 min read
What Legacies Are Made Of.
I talk a lot about legacy in my line of work, and I think about it even more. With my clients, we discuss what their hopes and dreams are...
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Park City Wealth Advisors
Jul 311 min read
Voyage Utah Presents: Exploring Life & Business with Morgan Lemaitre of Park City Wealth Advisors.
Morgan Lemaitre, Owner & Founder of Park City Wealth Advisors, was thrilled to be interviewed by Park City Publication Voyage Utah. An...
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Morgan Lemaitre
Jul 224 min read
Park City Wealth Advisors Case Study - How an Annuity Gave Peace.
A Park City Wealth Advisors Case Study: I have a female client, Rachel, who is in her mid-50s and is a very successful realtor. Being a...
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Morgan Lemaitre
Jul 183 min read
Who are the Best Financial Advisors for High Net Worth Individuals?
With a high net worth comes complexity. Decisions surrounding your wealth’s preservation, growth, and distribution require a distinct...
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