Strategic Planning Group

10/16/2026

10/16/2026

10/09/2026

Columbus Day falls on the second Monday of October. Just a reminder that banks and government offices close for the day.

10/03/2026

Your kids may grow up thinking the lifestyle you spent decades building is simply “normal.”

The house. The vacations. The restaurants. The conveniences. None of those things are inherently bad.

But there can be a difference between enjoying your parents’ success and understanding what it took to create it.

Learning to wait, work toward something, make money mistakes and deal with a little financial discomfort can teach lessons that are difficult to simply hand down.

What money lesson do you think is most important for kids to learn before adulthood?

10/02/2026

This is TONIGHT! Bring your families or enjoy a date night. The witch is our very own, Heather Cunningham. Also, stop by Strategic Planning Group at 7:30 for our “Cake” Walk, and say hi to Ariel.

10/02/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/30/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.
As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out to your financial professional today to discuss a comprehensive approach to securing your digital wealth.

Sources:
JPMorgan.com, January 23, 2026
Risk-strategies.com, 2025
Toplinecu.com, March 18, 2026
Fidelity.com, 2026

09/30/2026

What if the entire financial system collapses?

It's a question that can take reasonable financial concerns—recessions, inflation, market declines—and extend them to a point where traditional financial planning may no longer be the primary issue.

A financial plan can't prepare for every imaginable scenario. What it can do is help prepare for financial challenges we may realistically face: emergencies, market downturns, inflation, job loss and unexpected expenses.

Preparing for adversity is prudent. Building your entire financial life around the most extreme scenario is something different.

Where do you think the line is between being prepared and planning around catastrophe?

09/29/2026

When you hear the word “recession,” does your mind immediately go back to 2008?

Not every economic contraction looks the same. Some have been relatively short, while others have been longer and more severe.

That doesn't mean recessions can't affect markets or investors. It means one particularly memorable downturn shouldn't automatically become the template for every slowdown that follows.

A long-term financial plan should account for the fact that difficult economic periods happen.

What comes to mind first when you hear the word “recession”?

09/28/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.