Secure Planning Group, LLC

06/03/2026

Market headlines don’t always tell the full story. This week’s commentary from LPL Research takes a deeper look at valuations, highlighting how growth, interest rates, inflation, and the evolving AI earnings story all factor into today’s market environment. 👉 https://www.securepg.net/weekly-market-commentary

06/02/2026

Lots to celebrate for SPG’s Denise Yagoda and family! Both of her daughters earned graduate degrees and are off to new cities. 🎓🎉 🎓

Congratulations to Speech Pathologist Bethany and Veterinarian Dr. Jillian Yagoda! 🐾

We wish you all the best in your next chapters. ⭐💫

06/02/2026

Summer spending adds up faster than you think. ☀️ Start planning now so the little “yes” moments don’t turn into big surprises later.

Map out your summer spending before it sneaks up on you. Summer spending isn’t usually one big expense; it’s a series of smaller “yes” decisions that add up.

05/29/2026

It's 5/29 - College Savings Day! 🎓

We'll continue sharing education planning insights from our advisors and partners over the next few weeks, including two new episodes of the Secure Money Mindset podcast. Keep following!

In the meantime, we asked the team to dig up their college photos. Who do you recognize? 👀

05/28/2026

Financial aid offers can be confusing, but the right questions change everything. 👀 We’re breaking down 6 must‑ask questions to help families make smarter college funding decisions. 🎓

05/27/2026

🌱 LPL Research explores how shifting dynamics could support continued price strength and potential gains across agricultural markets, reminding us that sometimes the most overlooked sectors can offer the most fertile ground. For investors seeking diversification and inflation resilience, agriculture may be planting the seeds for what’s next. 👉 https://www.securepg.net/weekly-market-commentary

05/27/2026

A big thank you to Owen Hackford for his contributions to SPG! Your positive attitude, curiosity, and willingness to jump in where needed made a real impact on our team. We wish you all the best in the future. ⭐💫⭐

05/26/2026

College costs aren’t getting smaller, but federal loan limits might be. 📉🎓 Our new article explains what families need to know about upcoming changes before covering college expenses.

The "One Big, Beautiful Bill" lowers the amount of federal student loans many families will be able to take out for their undergraduate students starting in the next academic year.

05/25/2026

This Memorial Day, we pause to honor and remember the service members who gave their lives in defense of our country. We are grateful today and always.

05/19/2026

Parents and grandparents, this one’s big! 👇

A 529 plan can now do more than fund education. With new rollover rules, it can help jump‑start a child’s tax‑free retirement savings. We break it all down in our newest article. 💡

A 529 plan isn’t just for college. New rules allow unused funds to roll into a Roth IRA, giving children a powerful, tax-free head start on retirement.