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Getting Back to the Office 2021Executive MessageMoney MoxieNewsletter

Getting Back to the Office

After a year of change and adaptation, we can see the light at the end…
SFS
SFSJune 4, 2021
The American Families Plan – the Good, the Bad, and a lot of Debt 2021Money MoxieNewsletter

The American Families Plan – the Good, the Bad, and a lot of Debt

The U.S. middle class is shrinking. There has been growing polarization as the rich become…
SFS
SFSJune 4, 2021
What is the hubbub about cryptocurrency? 2021Money Matters

What is the hubbub about cryptocurrency?

In 2008, digital currency was invented. Known as cryptocurrency, it is a virtual way to…
SFS
SFSMay 1, 2021
From Tech-Loving Lockdown to a Stimulus-Charged Reopening? 2021Money MoxieNewsletter

From Tech-Loving Lockdown to a Stimulus-Charged Reopening?

The stock market does a good job discovering prices, but it gets carried away to…
SFS
SFSMarch 31, 2021
In Through the Backdoor 2021Money MoxieNewsletter

In Through the Backdoor

The Roth IRA is my favorite retirement savings account. It offers compelling benefits, including tax-free…
SFS
SFSMarch 31, 2021
Has All This Stimulus Created A Rational Bubble? 2021Money MoxieNewsletter

Has All This Stimulus Created A Rational Bubble?

One of the most absurd and fascinating financial stories of the pandemic was Hertz. Yes,…
SFS
SFSMarch 31, 2021
Getting Organized 2021Money MoxieNewsletter

Getting Organized

Keeping up with paperwork, documents, and bills each year can be challenging. It is too…
SFS
SFSMarch 31, 2021
What To Do When Rates Are So Low 2021Money MoxieNewsletter

What To Do When Rates Are So Low

All across America, CDs are coming due at banks and credit unions, and savers are…
SFS
SFSMarch 31, 2021
Taxing Times 2021Money MattersNewsletter

Taxing Times

It is that time of the year! Tax season is upon us. As you gather…
SFS
SFSMarch 1, 2021
Financial Demise by Subscription 2021Money MoxieNewsletter

Financial Demise by Subscription

The past year has kept most Americans safe in their homes, searching for something to…
SFS
SFSJanuary 29, 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

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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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