Gravitate Wealth

06/15/2026

Life changes fast. Your retirement plan should keep up.

Here are a few signs it might be time for a retirement readiness review:

1. Your income or expenses have changed significantly
2. You are not sure if you are on track to retire when you want
3. You have not reviewed your investment strategy recently
4. You have not thought through your tax strategy in retirement
5. You want more peace of mind about the future

Sound familiar? A focused conversation can get your plan back on track.

Schedule a call with us today: https://www.gravitatewealth.com/contact

06/12/2026

Getting married. Having a baby. Changing jobs. Selling a business.

Life moves fast, and sometimes your financial plan needs to catch up.

Here are a few life events that are almost always worth a financial review:

• A new job or income change
• Marriage, divorce, or the loss of a spouse
• A new baby or adoption
• Buying or selling a home
• Receiving an inheritance
• Approaching retirement

If any of these sound familiar, it may be time to take a closer look at where things stand.

We work with families to help ensure their plan reflects their real lives.

Schedule a Call https://www.gravitatewealth.com/contact

06/01/2026

Should you consider an annuity?

For the right person, annuities can solve one of retirement's biggest concerns: the risk of outliving your income.

An annuity may be worth exploring if:

• You're nearing retirement with a gap in guaranteed income
• Market volatility is a concern for your savings
• You've maximized other tax-advantaged accounts

It's likely not the right fit if you need near-term access to funds or your current income already meets your needs.

Like any financial tool, it depends entirely on your situation.

We help you evaluate your options with clarity and full transparency.

Dive deeper in our blog: https://www.gravitatewealth.com/blog/should-you-consider-an-annuity

05/29/2026

Change is a good thing, especially when it means more room to serve you.

Starting June 1, we will begin meeting clients at our new office:

1030 University Park Blvd, Ste 2
Clearfield, UT 84015

If you still have us saved as Herdt Brinkerhoff, now is a great time to update our contact information.

Use the link (below) to this post to save our new contact card in seconds, or scan the QR code on the graphic to save it as well. https://blinq.me/TrBVt2oZzTei?bs=db

05/22/2026

As we head into Memorial Day weekend, we pause to remember and honor the men and women who made the ultimate sacrifice for our country.

Our office will be closed on Monday, May 25th and will reopen Tuesday.

Wishing you a meaningful Memorial Day weekend.

05/01/2026

Most financial plans have a blind spot.
It's not the investment portfolio. It's not the retirement account.

It's everything in between.

At Gravitate Wealth, we've seen it time and again: families, business owners, and pre-retirees who have done the ”obvious” things but are missing the pieces that tie a plan together:

• An estate plan that's actually current
• Insurance that reflects your life today
• A tax strategy, not just tax filing
• A business succession plan
• Real cash flow clarity

A complete financial plan isn't one document. It's a system.

What part of your plan hasn't been reviewed lately? We’d be happy to help you out.

04/22/2026

Filed your taxes? That's a big one, but there are a few moves worth making before you close the chapter on tax season entirely.

Here's what to do now:

• Confirm your return was accepted (not just submitted)
• Review your refund or bill, it tells you more than you think
• Adjust your withholding so next year goes smoother
• Use this moment to check in on your bigger financial picture

Tax season isn't just a deadline. It's one of the best planning checkpoints of the year, if you use it that way.

We’re always here to help you navigate the next steps ahead.

04/20/2026

We have some exciting news to share.

Our new website is officially live, designed to better reflect how we serve you with clearer communication, thoughtful organization, and an improved overall experience.

While our look has evolved, the foundation you trust has not.

Our focus remains the same: thoughtful guidance and a commitment to your financial future.

We invite you to explore: https://www.gravitatewealth.com

03/19/2026

https://www.herdtbrinkerhoff.com/events/social-security-workshop

07/09/2025

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.