What Are Donor Advised Funds?

What Are Donor Advised Funds?

At Strategic Retirement Plans we are always trying to help our clients create a complete financial plan that includes estate, tax, retirement, investment, and insurance planning. In addition to these five areas, we often receive a lot of questions about how to plan...
Thank You Veterans!

Thank You Veterans!

Veterans are skilled leaders and problem solvers who have a lot to offer in and out of the service. Got Your 6, a campaign to empower veterans in America, offered some interesting insights about the men and women who have chosen to serve in our country’s military.1...
5 mistakes people make regarding their estate

5 mistakes people make regarding their estate

  At Strategic Retirement Plans we work with each client to make sure all 5 areas of their financial plan are complete. However, many times when we begin working with new clients we find gaps in what they believe to be a complete plan. In these cases, one of the...