How Brevity Wealth Does Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What Brevity Wealth Can Offer You
At Brevity Wealth we educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
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Understanding Today's Financial Environment
Welcome, I’m Rodney A. Walker, a financial professional in South Jordan, UT. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
As a professional I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.Contact Us
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding the value of a home warranty.
At what point can you call a personal vehicle commercial?
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, cracking the code on bonds.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know these three personal finance sayings?
Make your retirement as exciting as your next vacation.
All about how missing the best market days (or the worst!) might affect your portfolio.