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Who Wants to Save on Taxes? 2022Money MoxieNewsletter

Who Wants to Save on Taxes?

Only one type of person complains about paying taxes, one with a heartbeat. We all…
SFS
SFSDecember 2, 2022
Social Security in 2023 2022Money MoxieNewsletter

Social Security in 2023

The 8.7% increase in Social Security benefits could create excess money for some retirees in…
SFS
SFSDecember 2, 2022
The Power of Tax Planning 2022Executive MessageMoney MoxieNewsletter

The Power of Tax Planning

Most people have experienced the process of gathering their tax information. The software, or tax…
SFS
SFSDecember 2, 2022
By the Numbers 2022Money MoxieNewsletter

By the Numbers

SFS
SFSDecember 2, 2022
Don’t Fight the Fed 2022NewsletterViewpoint

Don’t Fight the Fed

Making good decisions and sticking with them for a long time is a recipe for…
SFS
SFSNovember 28, 2022
Making Good Decisions 2022NewsletterViewpoint

Making Good Decisions

Making good decisions and sticking with them for a long time is a recipe for…
SFS
SFSNovember 28, 2022
Episode 29: Inflation-Proof Spending Habits 2022PodcastPower Up Wealth Podcast

Episode 29: Inflation-Proof Spending Habits

Power Up Wealth podcast – Inflation-Proof Spending Habits – Episode 29 transcript: Sharla Jessop 0:00Inflation…
SFS
SFSNovember 22, 2022
Episode 28: Economic Cycle Shows America is Moving Forward 2022PodcastPower Up Wealth Podcast

Episode 28: Economic Cycle Shows America is Moving Forward

Power Up Wealth podcast – Economic Cycle Shows America is Moving Forward – Episode 28…
SFS
SFSNovember 10, 2022
Tis the Season 2022Money MattersNewsletter

Tis the Season

The holiday season is upon us. I love the warm feeling that comes at this…
SFS
SFSNovember 1, 2022
Episode 26: Positional Advantage 2022PodcastPower Up Wealth Podcast

Episode 26: Positional Advantage

Power Up Wealth podcast – Positional Advantage – Episode 26 transcript: Sharla Jessop 0:00Preparing for…
SFS
SFSOctober 11, 2022
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Recent Posts

  • Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor June 9, 2026
  • Smart Summer Travel Tips — Shane Thomas June 1, 2026
  • Episode 113: Will Housing Slow the Economy? May 27, 2026
  • Episode 112: Good Debt, Bad Debt: Know the Difference May 12, 2026
  • The Pink Wheel of Roth Conversions — Jordan Hadfield April 30, 2026
  • 4 Better Ways to Spend Your Tax Refund — Amy Hansen April 30, 2026
  • The Predictive Power of Oil — James Derrick April 30, 2026
  • The Great Widow Transfer — Parker Thompson April 30, 2026
  • Dow 100,000: Crazy Talk or the Next Inevitable Milestone? — Mikal Aune April 30, 2026
  • Episode 111: Navigating Your 20s to 60s: Timeless Financial Advice April 30, 2026
  • Episode 110: Unlocking Generational Wealth Beyond Money April 17, 2026
  • Episode 109: Skydiving into Financial Freedom: Knowing Your Retirement Number April 7, 2026

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Recent Posts

  • Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor
  • Smart Summer Travel Tips — Shane Thomas
  • Episode 113: Will Housing Slow the Economy?
  • Episode 112: Good Debt, Bad Debt: Know the Difference
  • The Pink Wheel of Roth Conversions — Jordan Hadfield
  • 4 Better Ways to Spend Your Tax Refund — Amy Hansen
  • The Predictive Power of Oil — James Derrick

Tags

401(k) cyber aware cybersecurity debt economy Federal Reserve finances Financial planner financial planning goals Income for Life inflation interest rates investing investments IRA James R Derrick CFA Jordan R. Hadfield CFP® Just for Women lifetime income planning Mikal B. Aune CFP® Parker Thompson Parker Thompson CFP® podcast Power Up Wealth QCD recession retirement retirement income planning retirement planning risk Roger M. Smedley CFP® salt lake city saving savings Shane Thomas Sharla J Jessop CFP Sharla J Jessop CFP® social security stock market Taxes tax planning Tech The Fed utah

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