Billings, Montana (April 4, 2023 )—Strategic Retirement Plans has announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2023. This is the 7th consecutive year to receive this honor. The list was published on Forbes.com on...
Gabe talks about the benefits of having a financial advisor on your team. How SRP Will Help you Succeed in Retirement You’ve spent most of your life accumulating wealth, and now you are looking for a way to distribute that wealth or create a stream of income....
Ryan discusses the best way to calculate income using a safe withdrawal rate. Calculating Income with a Safe Withdrawal Rate One thing that is heavily discussed in the retirement planning industry is what rate is considered to be a “safe” withdrawal rate....
Ryan details what SRP likes to analyze to know if an individual is ready to retire! Amount You Need to Retire This is one of the top questions clients ask and one that many people want to know. The truth of it is, there are many factors that determine whether you have...
After a strong January, markets softened in February. U.S. markets were down by low single digits, international markets dropped, and emerging markets performed worst of all. The primary drivers were the disappointing inflation data and rising longer-term interest...
After a tough December, both U.S. and international markets showed gains in January. The primary drivers were the continued drop in inflation and the decline in longer-term interest rates. Despite the market gains, the economy showed signs of slowing, with consumer...
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