Retirement Planning
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…
Read MoreCalvin 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…
Read MoreStop 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…
Read MoreRetirement 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…
Read MoreThere’s More to Retirement than Just Numbers
Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the…
Read MoreHow 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…
Read MoreChanges 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…
Read More4 Reasons Your Retirement Plan Might Fall Short
Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause retirement plans to fall short. According…
Read MoreFinancial Complexities of a Longer Life
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy.…
Read More8 Key Life Events that Require Financial Guidance
Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are eight key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition into adulthood. The progression from school to…
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