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 …
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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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 …
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 …
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, …
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 …
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 …
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 …
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 …
