Presented by Strategic Retirement Plans December was a mixed month for markets due to a late month sell-off. Despite the volatility to end the period, 2025 was still a strong year for investors, as most major stock indices notched double-digit returns for the year....
Whether you’re already retired or planning for the future, understanding key tax strategies can help you keep more of your money and maintain greater control over your financial life. Here are five essential tax considerations that every retiree should...
And How to Avoid Them After 25 years of helping families in Billings, MT and Gillette, WY navigate their retirement planning, we’ve seen it all at Strategic Retirement Plans. While every client’s situation is unique, certain mistakes keep appearing again...
Presented by Strategic Retirement Plans Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and stronger-than-expected earnings helped fuel the rally,...
For anyone who has successfully built substantial savings over their career, retirement presents a unique paradox. After decades of focusing on career advancement, income growth, and asset accumulation, many find themselves asking: “Now what?” When...
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