Sierra Consulting Group

04/30/2025

🌟 Welcome to the Team, Chandler Stone! 🌟
We're excited to introduce the newest member of our team — Chandler Stone, our new Paraplanner! Chandler brings a fresh perspective, a sharp eye for detail, and a passion for helping clients. With a strong background in business management and a genuine commitment to client success, Chandler will be working closely with our team to assist with the Financial Planning process. Please join us in giving Chandler a warm welcome — we’re thrilled to have him on board and can’t wait for you to meet him!

12/16/2024

With help from Michael Shamrell, vice president of Thought Leadership for Fidelity Workplace, understanding your 401(k) and achieving your financial goals just got easier.

12/14/2024

The holidays can be a magical time for parents, but they can also lead to overspending and credit card debt. Everyday essentials like groceries and gas can add up.

She is making sure she has gifts for everyone but without worrying about credit card debt.

12/12/2024

It doesn’t matter what holidays you celebrate during the latter half of the year; chances are, you’re spending a lot more on anything from food to gifts. We’re here to save you from the pain of a massive credit card statement come January.

7 Tips for Saving Money During the Holidays

11/25/2024

Money worries can affect mental health. Mindfulness practices, such as deep breathing, meditation, or yoga, can help you stay grounded and focused on the present moment. These techniques can also reduce stress and improve overall well-being.

6 Ways to Combat Anxiety Around Money

11/23/2024

Career choices are among the most important decisions we ever the job for a while — are a good guide to what traits are expected on the job. The Largest Study Yet Research into occupational differences requires massive samples because there are .

The traits that best suit managers, pilots, trainers, and others.

11/21/2024

Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.

11/02/2024

Undergoing these changes can have significant impacts on our health. John Hopkins notes that during daylight saving time, people experience more stress, increasing traffic fatalities, hospital admissions for severe health impacts like strokes and…

If you hate daylight saving time, you're not alone. Here's how it can affect both your mental and physical health.

10/31/2024

To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.

10/29/2024

Millennials are on the brink of a massive financial change. Over the next 20 years, they are set to inherit an astonishing $90 trillion from older generations. This is called the “Great Wealth Transfer.

Millennials are on the brink of a massive financial change. Over the next 20 years, they are set to inherit an astonishing $90 trillion from older generations. This is called the “Great Wealth Transfer.” It’s expected to make millennials the wealthiest generation in history, but it’s not all...

10/19/2024

Whilst some luxury train journeys promise stunning scenery or gourmet cuisine, each offers their own unique charm.

10/17/2024

Insurers, and insurtech firms, want to help your clients stay in their own homes longer. Related StoriesMedicare-Eligible Workers Face a DilemmaHow Well Do You Understand Your UNHW Clients' Spending Rate?Regulators Eye Rules for 600% Long-Term Care Insurance Rate Increases