Maximizing Tax Savings in 2021

Maximizing Tax Savings in 2021

We have a new administration in Washington, and the Democrats control the House and the Senate. So, what possible changes ...
/ / Taxes
What is Going on with GameStop Stock?

What’s up with GameStop Stock?

What is GameStop and why does everyone care? GameStop is a brick-and -mortar video game chain that struggled during the ...
What is the CARES Act?

What is the CARES Act?

What is the CARES Act? The CARES Act is like a massive care package. Just as an actual care package ...
COVID-19: Choose Optimism in the midst of Chaos

COVID-19: Choose Optimism in the Midst of Chaos

“The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.” “My officemate (FIDO!) jumped ...
Markets During Coronavirus: What You Need to Know

Markets During Coronavirus: What You Need to Know

After weeks of headlines about the coronavirus outbreak, markets have been caught in a volatile pattern of surges and retreats ...
SECURE Act Changes

SECURE Act Changes for 2020

This month I wanted to update you on changes starting on January 1, 2020. In December, Congress passed the SECURE ...
Three Best Book

3 Best Books for Financial Success

People often ask me what book I’m currently reading. Right now, I’m actually in the middle of two: ‘Leaders Eat ...
/ / Financial Planning
Plan Vacation Without Going Broke

Plan Your Vacation without Going Broke

Summer is here, which means time to vacation! This year, our family doesn’t have anything major planned, but we are ...
Lead Yourself Financially

Lead Yourself Financially

We are all leaders. We may not be in charge of a team, or have people that directly report to ...
Financial Advisor - are they worth the money?

Is a Financial Advisor’s Value Worth the Money?

Would you be surprised if I told you that people who perform DIY auto repairs experience almost double the car ...
Changing Jobs with 401(k)

Changing Jobs: What to do with my Investments?

The other day I read that the median number of years people stay at a job is 4 ½. Assuming ...
Things to know about market volatility

Things to Know About Market Volatility

It was a rough fourth quarter in 2018 for the markets. These days, just about every news organization you can ...
How to start investing as a teen

How to Start Investing as a Teen

“I wish I would have started sooner.” I hear this phrase in my office nearly every day. No matter the ...
Life Insurance Basics - family together in front of new home

Life Insurance: How, When & What to Purchase

Most people have at least one financial dependent, whether it be a spouse, children, or loved one. What would happen ...
Protect Yourself & Your Money from Hackers

Protect Yourself & Your Money From Hackers – Part 2

The recent data breach through Equifax has got us all thinking about how we can protect ourselves. Whether your personal ...
/ / Security
Protect Yourself & Your Money from Hackers

Protect Yourself & Your Money from Hackers – Part 1

You’ve probably seen headlines like this recently: Equifax Says Cyber-attack May Have Hit 143 Million Customers Each year, it seems like ...
/ / Security
30 Year Anniversary of Financial Strategies Group

Celebration of 30 Years

In celebrating our 30th year in business, Mark Young, founder of Financial Strategies Group, had a few words to say ...
/ / Speech
Future Plan. 5 tips for wills and estate planning

5 Tips For Wills & Estate Planning

Personal Note: When I wrote this blog post in anticipation of posting it in May, I didn’t anticipate what would ...
How 22 Months of Frugal Living Changed Us - snowboarder on a mountain - living the dream - racking up debt

How 22 Months of Frugal Living Changed Us

If you’ve read my “Dave Story”, you know that my husband and I spent 22 months being frugal and kicking ...
3 Big Reasons to Work With A Financial Advisor - woman at computer screen trying to figure out investing

3 Big Reasons to Work with a Financial Advisor

When it comes to investing for your future and planning for retirement, you might think to yourself:"I'll just watch a ...

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