CLIENT LOGIN | CALL US: 602.343.9301 | SCHEDULE MEETING

Retirement Planning

Lessons from the FIRE Movement

FIRE, which means Financial Independence / Retire Early, is an investment practice and lifestyle that focuses on saving aggressively and spending frugally. While the movement has been around since the 90’s, it has gained more exposure recently as the financial fallout from COVID-19 has more people considering what financial independence and freedom mean. FIRE adherents…

Read More

SFG News

Local Financial Advisor Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Phoenix, AZ – May 31, 2022 – Calvin Goetz, Founder & President of Strategy…

Read More

Negotiating Workplace Benefits

It’s a job seeker’s market. The Great Resignation, which began in April 2021, has seen many leave their jobs by the millions, often in search of greener pastures. It has also produced a labor crunch, often leaving employers desperate to fill positions across industries. If you’re competent, reliable, and easy to work with, then you’re…

Read More

Hedging Against Inflation in Your Portfolio

Rising inflation is a concern among investors. Here are five ways to protect your investments. Over the past year, investors have become increasingly worried about how inflation might impact their portfolios. One measure of inflation, the Consumer Price Index (CPI), climbed to 7.5 percent in January, its highest level in four decades. Supply chain issues,…

Read More

The Importance of Long-Term Care Insurance

Let’s talk about long-term care (or LTC) insurance. Do you have it? Do you need it? It might not seem pressing if you’re not facing any health concerns right now, but most will likely benefit from it at some point. In this video, we’re going to make the case for why you need it and…

Read More

The Benefits and Risks of Income Investing

Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people working toward financial independence or who need a predictable stream of income in retirement. Investors looking to embark on an income investment strategy may consider adding dividend stocks, bonds, and…

Read More

Rising Interest Rates

Did you know that consumer prices climbed 6.8 percent in November from the past year – the quickest pace of increase since 1982? Inflation is real and the Federal Reserve is about to take action. The federal funds rate (currently set at zero) is expected to be increased three times in 2022. Let’s talk about…

Read More

Why You Need an Evolving Financial Plan

Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan.  Here is a look at the situations…

Read More

Building A Socially Responsible Investment Portfolio

Our values impact the ways in which we shop, socialize, and even invest. When it comes to investments, more and more people are wanting to invest in companies with whom they share values. In this video we will discuss one of the more simple approaches: Socially Responsible Investing (or SRI). What is SRI (or Socially…

Read More