Part of what we stand for at SRP is Living Generously, not just with our wallets but with our time and energy. This year marks Gabe Lapito’s first anniversary since joining the board of directors for the Volunteers of America: Northern Rockies. “I love the heart of this organization,” says Gabe. “Their focus…(Read More)
“Health insurance in retirement continues to be one of the primary questions and concerns we hear about in retirement planning, especially when retiring before 65 and Cobra becomes available. We have worked hard to understand the system and are ready with creative solutions to help you find coverage or acquire a needed revenue stream until…(Read More)
https://youtu.be/sI15eMIlk4M Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a great month for markets around the world, capping off a strong second quarter. With so many worries about slowing growth, earnings, geopolitics, and trade, why are we seeing such strength? The Fed’s more dovish…(Read More)
Presented by Gabe Lapito and Ryan Gomendi As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this situation can feel overwhelming. If businesses can’t protect themselves from cyberattacks, what chance does the average consumer have? Time to plan The bad…(Read More)
Ryan Gomendi, Masters of Accountancy (MACC), Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ with Strategic Retirement Plans, has successfully earned the Certified Financial Planner Certification CFP®. The CFP® is regarded across the industry as the gold standard in financial planning. Required in attaining a CFP® certification is a six-hour, 170-question exam designed…(Read More)
We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up to legal secretary where…(Read More)
What does generosity look like to you? Is it cutting a check or giving your time? Do you see being generous as something you do once a year or is it a lifestyle? We believe that generosity takes many forms and each one leaves our world in a better situation. We also believe that generosity…(Read More)
“What are you going to do when you retire?” We ask people ask that question all the time, but rarely do we hear a defined answer like our friends Darryl and Carol Brown have! They don’t have “one thing”….they have thirty-five! They’ve been kind enough to share their list with us…(Read More)
Are you ready for tax time? While it isn’t really an exciting time, it’s something we all have to deal with, and this year there will be big changes. You probably remember all the big tax law changes that were announced in 2017, but now those changes are going to be seen in…(Read More)
Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF® , has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine…(Read More)
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