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5 Financial Wellness Tips for the Sandwich Generation

Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this post is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this post will provide tips on how to better manage your…

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8 Simple Tips for Organizing Your Finances

Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on top of your financial situation throughout the year. Whether you need to overhaul your budget, assess your credit standing, or get a better handle on your investments, stick to these eight…

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5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands by 2026. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning the lottery,…

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Training with America’s IRA Experts

Strategy Financial Group Strategy Financial Group Completes Advanced Training From America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Master Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop. Calvin Goetz, founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,”…

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Exposing 5 Social Security Myths

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully understand these benefits. Moreover, there are many misconceptions about the U.S. government’s pension scheme that aren’t quite accurate. Continue reading this article for a breakdown of five common myths surrounding…

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Market Commentary Q1 2019

Read our latest quarterly market commentary, which provides an overview and analysis of market performance during the first quarter of 2019 as well as a recap of how risk is managed in our portfolios. Click here to read our Quarterly Commentary Q1 2019. To schedule a call with one of our advisors, contact us to request an appointment.

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5 Kid-Friendly Financial Literacy Tips

Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require students to take a personal finance course. Many parents avoid talking with their kids about money because of their own financial frustrations or regrets. If kids aren’t learning about money…

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The 5 Phases of Pre-Retirement

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and some assistance from a qualified professional, you can ensure that you are ready to retire when the day comes. Click here to read our latest blog post, The 5 Phases…

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4 Tips for When the Markets Get Hairy

Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make decisions based on emotion that can hurt their pocket. This is a natural reaction when the markets are volatile, especially when the future seems uncertain…

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