Strategy 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…

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Get 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…

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When 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…

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What’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…

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Take 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.…

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Social Media’s Impact on Your Money Mindset

There are a variety of viewpoints on how social media influences our society – both good and bad. After all, some people are spending hours a day on these platforms and we need to be aware of their impact. From our vantage point, we’re paying close attention to how these networks influence our clients’ spending,…

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Do You Need a Family Financial Summit?

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.  It can be helpful in aligning expectations about inheritance, responsibilities, and the…

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The Never-Ending Pursuit of Money

What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the Mediterranean? What about chartering a trip to space? While it’s fun to imagine, this isn’t the reality for most of us.  You might have heard the term “Ultra High Net…

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5 Easy Ways to Protect Seniors from Financial Abuse

Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods.  But there are risks involved, especially for our…

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How Small Businesses Can Leverage AI Today

One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what that means, it says “these computer systems are designed to mimic human intelligence, including learning, problem-solving, and decision-making.”  For small business owners, this can be immensely valuable. Whether it’s creating…

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