15
Aug
What You Need to Know: The “One Big Beautiful Bill” and How It May Affect Your Plan
On July 4, 2025, the One Big Beautiful Bill Act (P.L. 119-21) officially became law, introducing significant revisions to tax, healthcare, and legacy planning rules. Here’s what it means for you — and how it may affect your financial strategy.
14
Aug
Strengthening Your Foundation: How Maricopa Title Alert Enhances Your Financial Security
Protect your property with a simple, free step. The Maricopa Title Alert program notifies you by email or text any time a new document is recorded in your name, helping you respond quickly to potential title issues. Learn how this…
01
Aug
Strategic Insights – August 2025
In a world of headlines and uncertainty, clarity is a competitive advantage. This month, while inflation holds steady and job growth slows, the economy continues to show resilience—and so should your plan. At Strategic Income Group, we believe the best…
09
Jun
Redefining Risk: Embracing a Comprehensive Approach to Risk Management
Are you still relying on a risk tolerance quiz to guide your investments?At Strategic Income Group, we believe every dollar deserves a purpose—and that includes managing risk with more than just a gut feeling. Most investors underperform the market not…
04
Jun
24,408 Meals Packed—66 Lives Impacted
Our Hearts Are Full ❤️ Earlier today, several of our SIG team members were joined by some of you—our amazing clients—for an afternoon of service with Feed My Starving Children. Together with the group we were paired with, we packed…
01
May
Post-COVID Tax Law Changes Every Investor Should Know
- 101 - Financial Stewardship & Money Management (Basic Level)
- 201 - Introduction to Investing & Wealth Growth (Basic Level)
- 301 - Retirement Planning & Income Distribution (Basic Level)
A Plain-English Guide to RMDs, Gifting, Catch-Up Contributions, and More for 2025 Since the onset of COVID-19, Congress has passed sweeping changes to the U.S. tax code—many of which have lasting implications for retirees, investors, and families focused on…
11
Apr
Rebalancing with Purpose: Why Doing Nothing Isn’t Always the Best Move
- 202 - Optimizing Wealth Through Smart Investing (Advanced Level)
- 302 - Advanced Strategies in Retirement & Generational Wealth (Advanced Level)
When markets get volatile, one of the most common investor questions is:“Should I be doing something right now?” At Strategic Income Group (SIG), the answer isn’t driven by headlines—it’s grounded in your financial plan. And that plan is designed with…
