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What’s Your Happiness Index? 2014Money MoxieNewsletter

What’s Your Happiness Index?

We have all heard the adage “Keeping up with the Joneses.” For many, this adage…
SFS
SFSOctober 13, 2014
How Long Will You Live? 2014Money Moxie

How Long Will You Live?

Financial planning would be a lot easier if we knew exactly how long each of…
SFS
SFSSeptember 30, 2014
3 Reasons to Run with the Bulls 2014Money MoxieViewpoint

3 Reasons to Run with the Bulls

Our current bull market is more than five years old. Since hitting a new high…
SFS
SFSSeptember 10, 2014
Encore! Encore! 2014Money MoxieNewsletter

Encore! Encore!

Leaving a legacy is wonderful, but have you considered living a legacy? Up to this point…
SFS
SFSAugust 26, 2014
6 Mistakes Could Send You Over The Retirement Cliff 2014Newsletter

6 Mistakes Could Send You Over The Retirement Cliff

Retirement is a balancing act. It’s like a person walking on top of a wall.…
SFS
SFSJuly 30, 2014
3 Myths of the Market 2014Viewpoint

3 Myths of the Market

Every year we find reasons to question the future prosperity of America. We wonder whether…
SFS
SFSJuly 1, 2014
Embracing Average 2014Money MoxieNewsletter

Embracing Average

In what area of your life is it okay to shoot for average? In your…
SFS
SFSJune 6, 2014
Impact of War on Stock Markets 2014Money MoxieNewsletter

Impact of War on Stock Markets

As the Sochi Olympics ended, many eyes turned to the other side of the Black…
SFS
SFSApril 8, 2014
Escape Velocity: What Will Fuel Our Economic Breakout? 2014Money MoxieViewpoint

Escape Velocity: What Will Fuel Our Economic Breakout?

Escape Velocity is simply the speed required to escape gravity’s pull. An object on earth’s…
SFS
SFSApril 2, 2014
Living in The Great Rotation 2014Money MoxieNewsletter

Living in The Great Rotation

Picture a giant wheel moving ever so slowly up a hill. When you look at…
SFS
SFSMarch 26, 2014
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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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