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Become Cyber Aware 2018Money Moxie

Become Cyber Aware

The Department of Homeland Security (DHS) is kicking off Cyber Security Awareness Month with the…
SFS
SFSOctober 14, 2018
Giving Back 2018Money Matters

Giving Back

Finding opportunities to give back was a consistent theme among the participants at the Just…
SFS
SFSAugust 29, 2018
Shirtsleeves to Shirtsleeves In 3 Generations 2018Money MoxieNewsletter

Shirtsleeves to Shirtsleeves In 3 Generations

There are many ways to improve a person’s wealth without spending money and there are…
SFS
SFSAugust 6, 2018
Smedley Financial’s New Advisors 2018Money MoxieNewsletter

Smedley Financial’s New Advisors

We are pleased to introduce two new advisors at Smedley Financial, Jordan Hadfield, and Leah…
SFS
SFSAugust 6, 2018
Just In Case You Missed It 2018Executive MessageMoney MoxieNewsletter

Just In Case You Missed It

Dear Financial Partners and Friends! How is the U.S. economy really doing? Here are a…
SFS
SFSAugust 6, 2018
Trade Helps Make America Great 2018Money MoxieNewsletter

Trade Helps Make America Great

Harley Davidson®, the iconic American motorcycle company, plans to close a Kansas City factory and…
SFS
SFSAugust 6, 2018
Purchasing a New Car? 2018Money MoxieNewsletter

Purchasing a New Car?

Purchasing a new car can be a harrowing experience. So much has changed over the…
SFS
SFSAugust 6, 2018
Increase the fun… not the expense! 2018Money Matters

Increase the fun… not the expense!

Did someone say "Summer"? It’s finally here and vacation planning is in full swing. How…
SFS
SFSJune 28, 2018
Why We Are Watching Oil In 2018 2018Money Moxie

Why We Are Watching Oil In 2018

Despite record U.S. oil production, the price of a barrel has been climbing in 2018.…
SFS
SFSMay 31, 2018
Buy a home now or wait for a recession? 2018Money Moxie

Buy a home now or wait for a recession?

The U.S. housing market is hot and home prices are going through the roof. This…
SFS
SFSMay 31, 2018
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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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