Strategic Planning Group

Strategic Planning Group See General description or www.spgutah.com for more info Opinions expressed are solely those of Strategic Planning Group and staff.

Advisory services are offered through Strategic Planning Group, a Registered Investment Advisor with the SEC. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. All topics covered are believed to be from reliable sources; however, Strategic Planning Group makes no representations as to their accur

acy or completeness. Strategic Planning Group only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Strategic Planning Group cannot be held responsible for information, services or products found on external websites. Hyperlinks on this website are provided as a convenience. Topics should be discussed with an individual adviser prior to implementation. All investment strategies have the potential for profit or loss.

AAPI Heritage Month offers space to reflect on how stories shape our understanding of money, identity, and belonging — a...
05/29/2026

AAPI Heritage Month offers space to reflect on how stories shape our understanding of money, identity, and belonging — and Min Jin Lee’s work sits squarely at that intersection.

As the author of Pachinko and Free Food for Millionaires, Min Jin Lee explores how financial pressure, opportunity, and resilience move through families over generations. Her novels examine the quiet, everyday economic choices that shape lives, especially within immigrant communities navigating systems.

Through fiction, she brings visibility to how money intersects with culture, class, and survival — reminding readers that financial narratives aren’t just about numbers, but about people, history, and the systems they move through.



Sources:
MinJinLee.com, 2026

We are very excited to be a part of this. Come to Strategic Planning Group next weekend to enjoy the fun! Can’t wait!
05/28/2026

We are very excited to be a part of this. Come to Strategic Planning Group next weekend to enjoy the fun! Can’t wait!

After years of saving and preparing, some retirees hesitate to spend.That’s understandable.But retirement isn’t only abo...
05/27/2026

After years of saving and preparing, some retirees hesitate to spend.

That’s understandable.

But retirement isn’t only about preserving what you’ve built. It’s about using it to support the life you want to live.

The first year isn’t a test.

It’s a transition.

And it’s okay to take it one step at a time.

For those navigating retirement planning, finding comfort in this shift can be just as important as the numbers.

If you’d like to talk through what this season looks like for you, we’re here.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

AAPI Heritage Month offers a moment to recognize leaders whose work has shaped how global institutions think about growt...
05/22/2026

AAPI Heritage Month offers a moment to recognize leaders whose work has shaped how global institutions think about growth, access, and long-term economic resilience.

One such leader is Ajay Banga, whose career spans global finance, public-private collaboration, and international development.

Born in India and now a naturalized U.S. citizen, Banga rose to prominence by helping transform a global payments company into a technology-driven platform focused on financial inclusion and digital commerce. Today, he serves as President of the World Bank, where his leadership centers on expanding access to capital, modernizing development finance, and addressing global challenges.

Banga’s work reflects a career spent at the intersection of markets and impact — demonstrating how financial systems can evolve to support broader participation and long-term access across economies.



Sources:
WorldBank.org, 2026
TheHowInstitute.org, 2026

Retirement gives you time.A lot of it.And while that sounds freeing, it can also feel overwhelming at first.When you’re ...
05/21/2026

Retirement gives you time.

A lot of it.

And while that sounds freeing, it can also feel overwhelming at first.

When you’re working, much of your day is structured. In retirement, you decide what today looks like.

Some people find it helps to create a little rhythm:
▪️ A weekly volunteer day
▪️ Lunch with friends
▪️ A standing class
▪️ Mornings reserved for exercise or hobbies

Not to recreate work, just to have something to look forward to.

Freedom often feels better with a little shape.

For those thinking about retirement planning, how you spend your time can matter just as much as how you plan financially.

A common online security tool is now being used in a new type of scam.Cybercriminals are increasingly using fake CAPTCHA...
05/20/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.


Source: https://www.consumeraffairs.com/news/captcha-scams-are-surging-as-hackers-exploit-a-security-tool-032626.html

One adjustment many retirees don’t expect?Spending can feel emotionally different.For decades, income came in the form o...
05/18/2026

One adjustment many retirees don’t expect?

Spending can feel emotionally different.

For decades, income came in the form of a paycheck, and saving was the goal. In retirement, you’re drawing from what you built.

Even if the numbers work, the shift can take time.

Separating essential expenses from flexible choices often helps. Once core needs are covered, the rest becomes intentional, not stressful.

Confidence tends to grow as you settle into your new routine.

For those navigating retirement planning, understanding this shift can be just as important as the numbers themselves.

AAPI Heritage Month is a moment to spotlight voices that have shaped how people understand and talk about money.Farnoosh...
05/15/2026

AAPI Heritage Month is a moment to spotlight voices that have shaped how people understand and talk about money.

Farnoosh Torabi is a financial journalist, author, and podcast host known for making financial conversations feel relatable rather than intimidating. Across her work in media, she explores how real-life values, emotions, relationships, and uncertainty intersect with financial decision-making.

Her career reflects the impact of clear communication and thoughtful storytelling in helping people engage with financial topics in ways that feel grounded, practical, and human.



Source:
Farnoosh.tv, 2026

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84010

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