Strategic Planning Group
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!
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.
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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Website
Address
190 South Main Street
Bountiful, UT
84010
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |