Retirement Planning
Market Commentary Q2 2020
Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2020. Click here to download our Quarterly Commentary Q2 2020. The article referenced in the video: https://www.forbes.com/sites/robertberger/2020/07/30/gdp-plunged-329-heres-why-it-matters/#34d074205943 To schedule a call with one of our advisors, click here.
Read More5 Tips for Navigating the Coronavirus Crash
When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for the money, it’s painful to see your account balances drop. This is a natural reaction, even with savvy investors who’ve experienced market volatility before. These extremes are enough to test…
Read MoreWhat the SECURE Act Means for Your Retirement
On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for Americans to save for retirement. Though this may sound simple enough, as with most laws, the reality is far more complex. The SECURE Act includes changes that affect…
Read MoreBe Prepared: 7 Estate Planning Tips
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions. Due to the complex and emotional nature of estate planning, many people avoid creating or updating their estate plan. Though this is understandable, estate planning is an important part of…
Read More5 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…
Read More8 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…
Read MoreChanging Jobs? Don’t Forget Your Retirement Account
People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are advantages of taking your old retirement plan with you when you leave. An old account can be transferred to an IRA (Individual Retirement Account) or a new employer’s retirement plan.…
Read MoreTraining 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,”…
Read MoreExposing 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…
Read MoreThe 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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