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Women and Retirement Challenges – Planning for Inflation 2021Money MattersNewsletter

Women and Retirement Challenges – Planning for Inflation

In today’s environment, inflation is a common topic. Whether you are at the grocery store,…
SFS
SFSSeptember 1, 2021
Advanced Child Tax Credit 2021Money Moxie

Advanced Child Tax Credit

If you have dependents, you may have received some money from the IRS recently. This…
SFS
SFSAugust 11, 2021
2021: The Year of the Roth 2021Money Moxie

2021: The Year of the Roth

If you haven’t considered Roth contributions or conversions before, this year might be the time…
SFS
SFSAugust 11, 2021
FYI-PMI 2021Money Moxie

FYI-PMI

Private Mortgage Insurance, or PMI, is a type of insurance that a borrower is sometimes…
SFS
SFSAugust 11, 2021
Do you have an Advanced Plan? 2021Executive MessageMoney Moxie

Do you have an Advanced Plan?

One thing that differentiates us from the competition is that we are financial planners. However,…
SFS
SFSAugust 11, 2021
Why Runaway Inflation Really May Be Temporary 2021Money MoxieNewsletter

Why Runaway Inflation Really May Be Temporary

The value of used cars in the United States jumped by over 10% in June.…
SFS
SFSAugust 11, 2021
Women and Retirement Challenges 2021Money MattersNewsletter

Women and Retirement Challenges

The pandemic expanded the chasm women face when planning for retirement. Many women put their…
SFS
SFSJuly 1, 2021
Investment Debate: Stocks or Real Estate 2021Money MoxieNewsletter

Investment Debate: Stocks or Real Estate

I am often asked if real estate is a better investment than stocks. The answer…
SFS
SFSJune 4, 2021
Cryptocurrency – a Quick Guide — James Derrick 2021Money MoxieNewsletter

Cryptocurrency – a Quick Guide — James Derrick

What are cryptocurrencies? Completely virtual form of money invented by computer programmers for peer-to-peer digital…
SFS
SFSJune 4, 2021
Higher Inflation is Here 2021Money MoxieNewsletter

Higher Inflation is Here

In 1979, global oil production dropped roughly 4%, primarily due to the revolution in Iran.…
SFS
SFSJune 4, 2021
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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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