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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 caused quite a scare.  At first it seemed overreacted to and there wouldn’t be much of an economic impact, however, it …

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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 month.  I want to remind you that it was just 20 years ago that we faced down another mysterious crisis, famously known as Y2K. The inevitable 2-digit year vs …

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How will You Spend Your Time in Retirement?

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. Consider these suggestions as you start to put together your retirement dreams.  Do you know how you will …

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401(k) Options After a Job Loss

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 wondering, “What should I do with my 401(k)?” People leaving an employer typically have four options with their 401(K) retirement …

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US Coronavirus Fight

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 on the US economy signaled continued growth on the horizon. Then, as Coronavirus made its way to continental Europe and …

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Fortune Magazine Features Strategic Planning Group

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 and Folk Festival, the annual Trick-or-Treating on Main Street, and the Downtown Holiday Festival and Tree Lighting.  In addition, we …

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Where to Live in Retirement

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 tips when picking an out of state move after retirement. If you dream of a warm and sunny location …

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2019 Summer Newsletter

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