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7 Healthy Financial Steps for 2022

7 Healthy Financial Steps for 2022

by SRP | Dec 30, 2021 | Certified Financial Planners, General Planning, Home

The New Year is not only a great time for establishing or re-establishing healthy fitness habits, but it’s also a great time to check in on your financial health no matter your age or how much money you make. What actions could you take in 2022 that take you...
An End of Year Financial Checklist: 10 Things to Consider

An End of Year Financial Checklist: 10 Things to Consider

by SRP | Dec 16, 2021 | Estate Planning, General Planning, Home, Investing in the Stock Market, Retirement Planning, Taxation

The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...

VIDEO SERIES: Arch Coal Employee Benefits Package + Retirement Considerations

by SRP | Nov 30, 2021 | Certified Financial Planners, Home, Retirement Planning, Videos

***UPDATE: Pension plan options are changing for you! Contact us and we’ll help you make the most of your options. In this 4 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the Arch Coal Benefits package and...
Diversification:  Why is it Important?

Diversification: Why is it Important?

by SRP | Oct 8, 2021 | Home, Investing in the Stock Market, Risk Management

What is Diversification? Diversification is all about risk and preparing for it!  It is easy in times like now to want to put all of your marbles in one jar, especially if that jar is the S&P 500!  However, as we build portfolios for retirement, we have...
The Grit that gets the Gold:  Lessons from an Olympic Gold Medalist

The Grit that gets the Gold: Lessons from an Olympic Gold Medalist

by SRP | Jul 27, 2021 | Articles, Home

When you see someone standing at the top of a mountain, there was a climb that got them there.  In today’s world where social media plays a continual highlight reel of all of our best moments, it’s easy to glorify the end product and not give credit to the...
2021 Market Update:  2nd Quarter

2021 Market Update: 2nd Quarter

by SRP | Jul 9, 2021 | Articles, Home, Investing in the Stock Market, Politics and Money, Weekly Updates

Positive June Caps Off Strong Quarter for Markets Equity markets rallied in June, which capped off a positive month and quarter for all three major U.S. indices. Both the S&P 500 and Nasdaq Composite hit record highs in June before...
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