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Just for Women 2016Money MoxieNewsletter

Just for Women

Just for Women – Thursday, April 28th, 10:00 AM to 1:00 PM Plan now to…
SFS
SFSApril 11, 2016
Protect Yourself from Financial Avalanches 2016Money MoxieNewsletter

Protect Yourself from Financial Avalanches

All too often you hear the unfortunate story of a backcountry skier, snowboarder, or snowmobile…
SFS
SFSApril 5, 2016
Important Tax Information for 2016 2016Newsletter

Important Tax Information for 2016

Qualified Charitable Distributions (QCDs): On December 18, 2015, the President signed a law which includes…
SFS
SFSMarch 24, 2016
Americans Are Taking Control of Their Money 2016Money MoxieNewsletter

Americans Are Taking Control of Their Money

Do you remember what America was like in 2006? If we could give the year…
SFS
SFSMarch 16, 2016
Meals on Wheels 2016Money Moxie

Meals on Wheels

“Meals on Wheels” is a program that provides a nutritious meal, a friendly visit, and…
SFS
SFSMarch 8, 2016
IRA Charitable Donations Are Back…and This Time They Are Here to Stay! 2016Money Moxie

IRA Charitable Donations Are Back…and This Time They Are Here to Stay!

For those of you over age 70 ½, a very beneficial tax law is back…
SFS
SFSFebruary 22, 2016
The Irony and The Ecstasy 2016Executive MessageMoney Moxie

The Irony and The Ecstasy

Dear Valued Financial Partners and Friends, The evening news often features the familiar image of…
SFS
SFSFebruary 11, 2016
Investing in 2016 The Fed and Election Years 2016Money MoxieViewpoint

Investing in 2016 The Fed and Election Years

(1) Historically, when rates rise they rise sharply, but “this time will be different.” This…
SFS
SFSFebruary 4, 2016
Stocks Finish Their Worst Year Since 2008 2016Money Moxie

Stocks Finish Their Worst Year Since 2008

“It’s tough to make predictions, especially about the future.” One cannot argue with these words…
SFS
SFSFebruary 1, 2016
Make 2016 Pay off Big! 2016Newsletter

Make 2016 Pay off Big!

Social Security – Beginning April 30, 2016, the “File and Suspend” and “lump sum payment…
SFS
SFSJanuary 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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