Strategic Planning Group
Advisory services are offered through Strategic Planning Group, a Registered Investment Advisor with the SEC. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. All topics covered are believed to be from reliable sources; however, Strategic Planning Group makes no representations as to their accur
05/29/2026
AAPI Heritage Month offers space to reflect on how stories shape our understanding of money, identity, and belonging — and Min Jin Lee’s work sits squarely at that intersection.
As the author of Pachinko and Free Food for Millionaires, Min Jin Lee explores how financial pressure, opportunity, and resilience move through families over generations. Her novels examine the quiet, everyday economic choices that shape lives, especially within immigrant communities navigating systems.
Through fiction, she brings visibility to how money intersects with culture, class, and survival — reminding readers that financial narratives aren’t just about numbers, but about people, history, and the systems they move through.
Sources:
MinJinLee.com, 2026
05/27/2026
After years of saving and preparing, some retirees hesitate to spend.
That’s understandable.
But retirement isn’t only about preserving what you’ve built. It’s about using it to support the life you want to live.
The first year isn’t a test.
It’s a transition.
And it’s okay to take it one step at a time.
For those navigating retirement planning, finding comfort in this shift can be just as important as the numbers.
If you’d like to talk through what this season looks like for you, we’re here.
05/20/2026
A common online security tool is now being used in a new type of scam.
Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.
Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.
These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.
Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.
As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.
Source: https://www.consumeraffairs.com/news/captcha-scams-are-surging-as-hackers-exploit-a-security-tool-032626.html
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Bountiful, UT
84010
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