5 Tips for Managing a Sudden Financial Windfall
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands by 2026. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning the lottery,…
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 MoreMarket Commentary Q1 2019
Read our latest quarterly market commentary, which provides an overview and analysis of market performance during the first quarter of 2019 as well as a recap of how risk is managed in our portfolios. Click here to read our Quarterly Commentary Q1 2019. To schedule a call with one of our advisors, contact us to request an appointment.
Read More5 Kid-Friendly Financial Literacy Tips
Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require students to take a personal finance course. Many parents avoid talking with their kids about money because of their own financial frustrations or regrets. If kids aren’t learning about money…
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…
Read More4 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…
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 More7 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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