Heidi's Hints

  • RETIRE LATER – 48% of working Americans surveyed in 2018 anticipate working past age 65, up from just 16% of workers who felt that way 30 years earlier (source: Employee Benefit Research Institute).

  • FREE AND CLEAR – 40% of American homeowners own their home free and clear of any debt. Of the 60% of homeowners with debt, the median outstanding balance is $126,000 (source: Census Bureau).

  • HOOKED ON – 27% of 1,000 Millennials surveyed in July 2018 spend more money on coffee each month than what they set aside and invested monthly for their eventual retirement (source: Lenedu.com).

  • CAN YOU SURVIVE? – Just 29% of working Americans surveyed in the summer 2018 had emergency savings set aside that would allow them to survive at least 6 months without any current cash flow from a job (source: Bankrate’s Financial Security Index).

  • LOW STANDARDS – Just 8% of 1,025 American adults surveyed in December 2018 described the “honesty and ethical standards “of members of Congress as “high” or “very high”, compared to 58% of those surveyed who believe lawmakers’ “honesty and ethical standards” are “low” or “very low” (source: Gallup).

  • NO BAILOUTS – No US bank failed in 2018, the first calendar year to achieve that result since 2006 (source: FDIC).

  • ON YOUR OWN – 58% of 1,054 small businesses surveyed in August and September 2018 (defined as American companies with 2-99 employees) do not offer any retirement benefits (source: LIMRA).

  • AMAZON IS DEADLY! – 5,524 brick-and-mortar retail stores closed nationwide in 2018, down from a record 8,139 closures in 2017. Another 2,187 retail stores have closed YTD through 2/09/19 (source: Coresight Research).

  • WEAN YOUR KIDS OFF THE PAYROLL – Six out of 10 (61 percent) parents with at least one adult child over 18 said they provided them with financial help, according to a Pew Research Center survey.

  • TOO MUCH DEBT – For the average American household, mortgage debt represents 67% of total household debt. (source: Federal Reserve Bank of New York).

Contact Us

2201 Cahaba Valley Drive, Ste. 200,

Birmingham, Alabama 35242

Phone: 205-967-9595
Fax: 205-967-9114

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Fee Structure

Strauss Financial Group, Inc. provides fee-based investment services.


This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Strauss Financial Group unless a client service agreement is in place.

A copy of SFG’s current Form ADV II (Disclosure Brochure) and Form ADV III (CRS) discussing our
business operations, services, and fees is available from Strauss Financial Group upon written request or you can access the information at IAPD


© 2020 by Strauss Financial Group, Inc.

Investment Advisory Services provided 

A Registered Investment Advisor