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Use the Right Tools, Don’t Paint with Hammers

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 half-developed philosophy to which the solution to all the world’s problems lie in getting rid of money. Under …

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An Exciting Announcement about 401(k) Management

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. Once a client retires or changes jobs, they often take advantage of our services and expertise by rolling over their 401(k) into an IRA …

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It’s Morning in America, The Best is Yet to Come!

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 discourage; sometimes legitimate and other times exaggerated and inflated for shock and entertainment affect. We see a steady stream of negative stories about gun violence, …

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RYAN REPORT: August 2019

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 that the fear mongers are highlighting the inverted yield curve.  I want to make something clear to …

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Money Magazine Features Strategic Planning Group

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.  Maintaining a home town feel and atmosphere is important to us but we are also pleased to offer national, advanced expertise.  Our goal …

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3 Retirement Mistakes To Avoid At A New Job

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 retirement mistakes to avoid at a new job. Retirement Mistake 1:   Not having a financial plan …

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4 Money Saving Apps You Should Know About

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. Mint This money-saving app is ideal for tracking your spending and getting smart about your money. You can connect each of your accounts, including credit cards and monthly …

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2019 Winter Newsletter

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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Memories and Meatloaf

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 for some, fishing in an old rickety boat at 4:00am with grandpa are such memories that bring so much joy.  Mother’s …

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Don’t Be Normal

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, according to the most recent data, are anywhere from 75-80% of people between ages 40 and 60 totally unprepared for retirement? I believe the answer, …