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2016 Review 2017Money MoxieNewsletter

2016 Review

“If you want to see the sunshine you have to weather the storm.” In its…
SFS
SFSFebruary 3, 2017
Make Markets Great Again? 2017Executive MessageMoney MoxieNewsletter

Make Markets Great Again?

Happy New Year Dear Friends and Financial Partners! With the new President of the United…
SFS
SFSJanuary 30, 2017
Financially Empowering Your Adult Children 2016Money MoxieNewsletter

Financially Empowering Your Adult Children

With life expectancy increasing each year, saving for retirement is becoming more important. You’ve worked…
SFS
SFSJanuary 13, 2017
The Family Bank 2016Money MoxieNewsletter

The Family Bank

Many clients have wondered how to give money to adult children without creating dependence. Financial…
SFS
SFSDecember 28, 2016
Election Impact 2016Money MoxieNewsletter

Election Impact

President-elect Donald Trump made a lot of promises to Americans on the campaign trail. Yes,…
SFS
SFSDecember 14, 2016
The Promise of Prosperity 2016Money MoxieNewsletterViewpoint

The Promise of Prosperity

Americans want a strong country and growing economy. That much we agree on. Of all…
SFS
SFSDecember 5, 2016
The Attitude of Gratitude 2016Executive MessageMoney Moxie

The Attitude of Gratitude

Season’s Greetings Dear Friends and Financial Partners, Recently, I heard a man talk about being…
SFS
SFSNovember 28, 2016
Subzero Rates Freeze Growth and Hold Back Your Portfolio 2016Money MoxieNewsletter

Subzero Rates Freeze Growth and Hold Back Your Portfolio

Crazy things are happening in the world! There is a chronic shortage of demand for…
SFS
SFSNovember 4, 2016
Stocks Predict Elections 2016Money MoxieNewsletter

Stocks Predict Elections

Yes, stocks can help predict who will be the next President of the United States.…
SFS
SFSOctober 26, 2016
3 Medicare Minefields 2016Money MoxieNewsletter

3 Medicare Minefields

Simple missteps when choosing your Medicare and Supplemental Plans can cost you greatly if you…
SFS
SFSOctober 26, 2016
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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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