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5 Ways Rising Interest Rates Will Impact Your Life 2013Money MoxieNewsletter

5 Ways Rising Interest Rates Will Impact Your Life

On May 21st, the Federal Reserve Chairman, Ben Bernanke, announced that the Fed was going…
September 23, 2013
Lessons of the Bitcoin 2013Executive MessageMoney MoxieNewsletterViewpoint

Lessons of the Bitcoin

Bitcoin is a new form of money. It is 100 percent electronic and it just…
September 23, 2013
What is the Riskiest Part of Your 401(k)? 2013Money MoxieNewsletter

What is the Riskiest Part of Your 401(k)?

You have control over the most important factors that determine successful retirement savings in your…
September 23, 2013
Can We Really Be Energy Independent? 2013Money MoxieNewsletter

Can We Really Be Energy Independent?

Major developments that have led to a boom in the energy industry have placed the…
June 18, 2013
A visit to the NYSE! 2013Travel

A visit to the NYSE!

SFS's Vice President, Sharla Jessop, had the opportunity to visit the New York Stock Exchange…
April 23, 2013
Top Concern for Small Business Owners: Rising Health Insurance Costs 2013Money MoxieNewsletter

Top Concern for Small Business Owners: Rising Health Insurance Costs

A recent study by the National Federation of Independent Business ranked “Cost of Health Insurance”…
April 18, 2013
Patience is a Rewarding Virtue 2013Money MoxieNewsletterViewpoint

Patience is a Rewarding Virtue

We have all been taught that the way to make money investing is to “buy…
April 18, 2013
The American Dream (and the Cost of Procrastination) 2013Money MoxieNewsletter

The American Dream (and the Cost of Procrastination)

Most of us hold in our hearts the dream of someday spending our time doing…
April 18, 2013
Becoming Financially Aware 2013Executive MessageMoney MoxieNewsletter

Becoming Financially Aware

Dear Valued Clients and Friends, Over the years, people I randomly see will almost always…
April 17, 2013
IRA Charitable Distributions Are Back! 2013Money MoxieNewsletter

IRA Charitable Distributions Are Back!

For those of you over age 70 ½, a very beneficial tax law is back…
February 27, 2013
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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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