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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

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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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, …