Teach Children About Money
Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar. Learning about money doesn’t have to be complicated or fraught with conflict. Some of the best financial lessons come from everyday…
Read MoreStrategy Financial Group Expands to Peoria, Arizona
Strategy Financial Group, a premier financial planning firm dedicated to helping individuals and families achieve financial confidence in retirement, is pleased to announce the opening of its newest office in Peoria, Arizona. Coinciding with the firm’s 15-year anniversary, this expansion enhances Strategy Financial Group’s ability to provide personalized financial guidance to residents in the West…
Read MoreGet Artsy in Retirement
Retirement marks a new chapter, offering the perfect opportunity to explore passions that may have been set aside during earlier life stages. Engaging in the arts is more than just a way to fill your schedule–it provides a wide variety of benefits that are important as we age. Creativity challenges the brain, enhancing memory and…
Read MoreDefining Your Money Values
Understanding your money values helps to ensure that your financial decisions align with what matters most to you and your family. These values serve as a foundation for making consistent, purpose-driven choices, while reducing financial stress and potential arguments. For instance, prioritizing education might mean setting aside funds for college rather than opting for an…
Read More5 Financial Misconceptions About Retirement
Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a less enjoyable retirement. Let’s explore five common misconceptions and how to avoid them. 1. “I’ll Spend Less in Retirement” Many people believe their expenses will…
Read MoreWhen Adult Children Move Back Home
The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high housing costs, inflation, and mounting student debt, this arrangement can provide a much-needed safety net for the child, but it can also create challenges for the household. The following tips can…
Read MoreDon’t Let Comfort Cost You: Status Quo Bias
Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding…
Read MoreWhat’s Your Financial “Why” for the New Year?
With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real question isn’t what’s possible, but what’s most important. This is where clarity and intentionality come into play. Financial planning, done properly, helps you make choices in alignment with your values. Establishing the…
Read MoreTake a Retirement Test Drive
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your retirement lifestyle before making the big leap.…
Read MoreThe Real Answer to Your Financial Questions: It Depends
When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to invest, how much you should save for retirement, or how to minimize your tax burden, the response is often the same. And while “It depends” might seem like a cop-out,…
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