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What makes Strategy Financial Group different?

We are often asked, “What makes you different?” The question isn’t always that direct; it can come in a variety of forms, but we get some iteration of that inquiry often. In this video, we are going to answer that question.

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Preparing Teens for Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for this education early can help establish healthy financial…

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Women and Wealth: Taking Charge of Your Finances

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care for family. Time off and lower lifetime income means women face…

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Life Insurance Isn’t One Size Fits All

How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which then pays your beneficiaries a certain amount after you die. But not all life insurance policies are alike. In fact, the right policy for one person may be precisely the…

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Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year.  Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods you can use to minimize your…

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Tax Tips for Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus Aid Relief and Economic Security (CARES) Act, which incentivized charitable giving by offering new rules for charitable deductions. As we are now in the new year, it’s time to make…

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4 Smart Money Moves for 2021

With the new year here, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement, to getting a jump on this year’s taxes, here are some of the smart money moves to consider to help brighten your financial life in the new year. Build A Budget…

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Arizona Tax Credit 2020

What is the Arizona State Tax Credit program? This program allows you to receive a dollar-for-dollar credit against Arizona state taxes owed when you make a donation to an eligible organization. You can contribute up to the amount of your expected Arizona tax liability. You will pay about the same total amount whether you use…

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What You Need to Know About Investing During an Election

Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. In November 2016, for example, Donald Trump’s victory sent Dow Jones Industrial Average futures plunging 900 points on election night, as investors reacted…

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