Connor Boyd, CFP®

Connor Boyd, CFP® has been a member of Linktree for 4 years and joined in October 2021. The social media accounts linked to from Connor Boyd, CFP® are: • LinkedIn • Email Besides social media accounts, cbboyd has populated their site with: • LinkedIn: follow me here to get up-to-date, relevant financial news • Mountain America Credit Union Bio (Schedule a Financial Planning Appointment) • LPL Guided Wealth Portfolio Investment Account Link (Hybrid Robo Advisor Platform) • FINRA Broker Check • Social Security Official Site (with SSI Estimator) • Medicare Official Site • Tax Resource and Basic Estimator • Retirement Accounts Info and Comparisons • Learn More About Different Types of Investments • What can be done with an old 401(k)? (4 Options: 1- leave it, 2- roll to new employer retirement plan, 3- roll to an IRA, 4- cash out, pay taxes & penalties) • Active vs Passive Investing (it doesn’t have to be either/or) • In-Kind Transfer to Charity (“Smart Tithing”) • Converting 529 to Roth? Secure Act 2.0 Updates • Starting a Budget? • Free Mountain America CU Financial Guide: Budgeting, debt consolidation & pay down, and credit counseling (Schedule an appointment) • Free Financial Coaching and Budgeting Help (Through UVU) • Budgeting App Suggestion - Monarch Money • How Much Should I Save For Emergencies? (Free Calculator from LDS Church) • Free Debt Pay-Down Calculator: PowerPay by USU • Compound Interest Calculator (Internet Browser - Free) • Comprehensive Calculator App (Free iPhone app) • How much should I save for retirement? - Free Nerdwallet Calculator • Topics you want to discuss?