Thursday, April 29, 2021
What is Lockdown Fever? When we are gripped by fearmongering in the media, start binge watching television, and wait around for the sign that it is safe to come outside, we are suffering from Lockdown Fever. Last spring, we were told,...
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Tuesday, June 23, 2020
How Bad is It? (This article was written for the Spring 2020 Newsletter. Article titled as same title of How Bad is it?) As you are aware, we have been dealing with a bear market correction for several weeks now. The coronavirus has...
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Thursday, June 18, 2020
Remember Resolve, Remember the Sleeping Giant It’s the year 2020 and we start out with a hope-crushing, scary pandemic crisis and a 5.7 magnitude earthquake in Utah, followed by dozens of powerful aftershocks that last over a...
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https://www.yumpu.com/en/document/read/63431280/strategic-planning-group-2020-spring-newsletter Mail Me a NewsletterDownload Digital Copy
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Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
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How will you spend your time in retirement? Deciding how to spend your time in retirement is an important part of the planning process. Having a plan in place before the big day is crucial to staying happy in your golden years....
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Reasons to Be Positive About the US Coronavirus Fight *This article was published by Chief Economist, Brian S. Wesbury and Deputy Chief Economist, Robert Stein, CFA Less than a month ago markets were at a record high, as healthy data...
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This is has been quite a year for Strategic Planning Group and now Fortune magazine features Strategic Planning Group. We have had a lot of fun being a part of the Bountiful Coat’s for Kids Car Show, Summerfest International Art...
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Things to Consider when planning where to live in retirement Utah is in the top four places to retire to in 2019, according to Moneywise, which has us asking the question… Where is the best state to retire to? Consider these...
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Tuesday, September 3, 2019
Lately, the American people have been inundated with bad news, some of it disturbingly graphic and heart-breaking. A sampling of national network news broadcasts over the past six months reveal repetitive stories that depress and...
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Tuesday, September 3, 2019
For many years we have helped our clients manage their workplace retirement investments as best we can during their working years. Of course, a primary service we provide to clients is managing their non-workplace investment accounts....
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Tuesday, September 3, 2019
Money is what many would say is “the root of all evil.” It is a common belief that has persisted ever since it was mis- quoted from The Bible. I have often heard my friends and acquaintances say it while expressing a...
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Be sure to let the staff know if you would like to be added to our mailing list and receive a copy. Download the digital version by CLICKING HERE.
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Inverted Yield is an Interest Rate Issue, Not a Recession Warning If you have paid attention to the news today, you will find that the stock market has declined some from our all-time high in July. The reason for the decline today is...
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Money Magazine features Strategic Planning Group. There is quite a feeling that comes with receiving a phone call where the individual on the other line states that a national magazine would like to feature Strategic Planning Group....
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Planning for retirement is most likely the last thing on your mind when starting a new job. While it is easy to push aside your financial plan, the choices you make early in your career could set you up for success. Here are 3...
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4 Money Saving Apps You Should Know About Whether you are looking for help building a budget, or simply searching for ways to save, these money saving apps are a great start. MintThis money-saving app is ideal for tracking your...
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Be sure to let the staff know if you would like to be added to our mailing list and receive a copy. Download the digital version by CLICKING HERE.
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Childhood memories consist of many things and for every individual those memories can be very different from one another. Throwing a ball back and forth with your father, reading books with your mother, riding bikes well past dark, and...
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Friday, February 1, 2019
Recently, on our Facebook page, we asked the question ‘Do you think saving for retirement is important?’. Based on our responses the answer was a resounding ‘yes.’ The harder question to answer is why then,...
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Friday, February 1, 2019
We have recently had several clients retire. One of the fascinating aspects of this job is seeing how various people react to retirement. I used to be ignorant in assuming everyone would be excited about retirement. As far as I am...
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Friday, February 1, 2019
My, how time flies! As we imagined 2019 from 30, 40, or 50 years ago we always thought we would see flying cars! Instead we have drones that annoy us and smartphones that rule our lives. There have been many positive developments over...
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Creating a budget can be an overwhelming experience. Whether you are looking to start a personal budget or get a better grasp at managing your money, start with these seven steps. Know how much you make. The first step in forming a...
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