Explore SPG’s Resource Center for trusted guidance on retirement planning, wealth management, Social Security, income strategies, and financial wellness. Our articles, tools, and educational insights help you make informed decisions and feel confident about your financial future.
Market Update – April 14th, 2025
Markets rebounded sharply last week as President Trump’s surprise rollback of most new tariffs and cooler-than-expected inflation data helped ease investor concerns.
Market Update – April 7th, 2025
Markets tumbled last week as newly announced tariffs far exceeded expectations, sparking fears of rising inflation, slowing global growth, and increased recession risk. Economic data painted a mixed picture.
Market Update – March 31st, 2025
Stocks fell last week as new auto tariffs and inflation concerns pressured markets. Personal income increased, but spending lagged, pushing the savings rate higher.
Important Retirement Milestones
Retirement planning is more than just saving money—it’s understanding the opportunities and decisions that come with each stage of life. Key milestones, like turning 50 or 65, unlock new strategies and benefits that could make a significant difference in your financial future.
Market Update – March 24th, 2025
Stocks posted modest gains last week as the Fed held rates steady. Even with signs of slower economic growth, markets responded positively, focusing on the Fed’s expected rate cuts later this year.
Market Update – March 17th, 2025
Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.
Social Security & Medicare Quick Guide
Navigating your 2025 Tax Year – Thresholds and RMDs to keep top of mind
Your 2025 Tax Summary
Tax planning shouldn’t be stressful, yet every year brings changes to thresholds, deductions, and limits that can catch you off guard. To help you stay on top of your financial game, we’ve created a free, 2-page PDF guide summarizing all the essential tax thresholds and numbers for 2025.
Market Update – March 10th, 2025
Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.
Market Update – March 3rd, 2025
Markets ended the week lower, with both the S&P 500 and Nasdaq posting losses. Inflation remained a concern, complicating the Federal Reserve’s ability to cut interest rates further. Consumer confidence plunged in February, jobless claims rose to a four-month high, adding to slowdown indicators.
More Resources
- Important Retirement Milestones
- Understanding Required Minimum Distributions: What You Need to Know
- The State of Retirement
- Preparing for Healthcare Costs in Retirement
- A Guidebook to Taxes in Retirement
- Plan With Confidence: Why Working With a Fiduciary Makes a Difference
- What the “One Big Beautiful Bill” Could Mean for Your Financial Plan
- Retirement Workbook: A Blueprint for Planning Your Retirement
Financial Resources for Retirees and Families in Washington
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