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Financial Planning

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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Calvin Goetz Selected to Join Forbes Finance Council

Calvin Goetz, founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,” was recently accepted into the Forbes Finance Council, an exclusive, invitation-only community for the nation’s top executives in financial planning, wealth and asset management, investment, and accounting firms. “To be recognized by an organization of Forbes caliber is truly humbling,” said…

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Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now

Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help you get your money situation on track. While making your list of resolutions is pretty simple, sticking to your plan and achieving your goals is easier said than done. Whether…

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7 End-of-Year Financial Planning Tips

The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating, budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful. With a new year about…

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Top 5 Apps to Save You Money

The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps to help calculate budgets, curb overspending…

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3 Reasons Why Robots Won’t Replace Financial Advisors

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an irreplaceable human element, which prevents them from providing the essential qualities and services characteristic…

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Retirement Savings Tips: From Your 20s to Your 60s

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as you move though…

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Top 5 Biases that Impact Investment Decisions

As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions. While it’s impossible to completely eliminate mental biases, we help our clients identify and…

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How the Right Advice Can Boost Financial Confidence

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines, it’s important to realize the comprehensive advantages of working with a personal…

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Changes in Tax Code Necessitate Reevaluation of Retirement Plans

As a member of the exclusive Ed Slott Elite IRA Advisor Group SM, our founder Calvin Goetz recently completed Ed Slott’s 2-day training on changes in the tax code and how they may impact retirement planning. The Tax Cuts and Jobs Act signed into law on December 22, 2017 included well-known changes such as reduced…

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