Farmington, UT

Money is emotional for a lot of people. And it’s these emotions that often get in the way of saving for the future.

What motivates Bob Aamodt in his financial advising career wasn’t born in a university classroom or in a fast-paced corporate office. Much of it came from his family’s fruit orchard in Farmington, Utah. It was there, as a 12-year-old boy, that his natural drive and tenacity would be more fully cultivated as he picked cherries for the family to sell to local fruit suppliers.

Once you have accumulated a significant amount of capital, or you have a pressing financial question you can’t answer, it’s natural to ask yourself whether you should hire a financial advisor or do it yourself.

Cash? Do you have an emergency fund? Do you pull it from an IRA and get slapped with tax? Do you have Roth money available? 

As strange as it may seem, dead or alive your identity is at risk. The grave is no panacea for having your identity stolen.