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Ransomware Gets Personal 2017Money MoxieNewsletter

Ransomware Gets Personal

It was an ordinary Tuesday late afternoon for John Doe; catching up with friends and…
SFS
SFSMay 12, 2017
Sharla Jessop–President of Smedley Financial 2017Executive MessageMoney MoxieNewsletter

Sharla Jessop–President of Smedley Financial

Dear Friends and Financial Partners! Smedley Financial Services, Inc.® is pleased to announce that Sharla…
SFS
SFSMay 3, 2017
2017 Tax Update 2017Money MoxieNewsletter

2017 Tax Update

2017 Tax Deadline: April 18th For you procrastinators, there is some good news regarding taxes…
SFS
SFSMay 3, 2017
Attention All Women! 2017Newsletter

Attention All Women!

The Smedley Financial “Just for Women” event is just around the corner. Save the date…
SFS
SFSApril 26, 2017
Retirement is Full of Surprises 2017Money MoxieNewsletter

Retirement is Full of Surprises

Retirement was only a few years away for Dan and Patti, and they knew it…
SFS
SFSApril 12, 2017
How Much Should You Save For Retirement? 2017Money MoxieNewsletter

How Much Should You Save For Retirement?

Research shows that we, as Americans, are saving far too little to support retirement lifestyles…
SFS
SFSMarch 28, 2017
Unexpected Retirement Expenses 2017Money MoxieNewsletter

Unexpected Retirement Expenses

Preparing for a successful retirement takes years of planning, saving, and dreaming about the years…
SFS
SFSMarch 9, 2017
Trumponomy: Make the Economy Great Again? 2017Money MoxieNewsletter

Trumponomy: Make the Economy Great Again?

Income Tax Cuts Republicans want to simplify income tax brackets from 7 to 3 and…
SFS
SFSFebruary 28, 2017
Department of Labor Benefit to SFS Investors 2017Money MoxieNewsletter

Department of Labor Benefit to SFS Investors

The full impact of the new Department of Labor (DOL) ruling is hard to determine.…
SFS
SFSFebruary 13, 2017
2017 Predictions 2017Money MoxieNewsletter

2017 Predictions

Market movement since Election Day has been massive and investors see this as confirmation of…
SFS
SFSFebruary 6, 2017
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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
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  • 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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