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Market Navigator for the Quarter Ending December 31, 2025

Market Navigator for the Quarter Ending December 31, 2025

by SRP | Jan 10, 2026 | Uncategorized

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....
5 Essential Tax Considerations for Retirees in 2026

5 Essential Tax Considerations for Retirees in 2026

by SRP | Dec 19, 2025 | Retirement Planning

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...
6 Common Retirement Planning Mistakes We See Every Day

6 Common Retirement Planning Mistakes We See Every Day

by SRP | Dec 9, 2025 | Certified Financial Planners, General Planning, Retirement Planning, Risk Management

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...
Market Navigator for the Quarter Ending September 30, 2025

Market Navigator for the Quarter Ending September 30, 2025

by SRP | Oct 9, 2025 | Articles, Investing in the Stock Market

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,...
From High Income to High Impact: Crafting a Meaningful Retirement

From High Income to High Impact: Crafting a Meaningful Retirement

by SRP | Oct 3, 2025 | Retirement Planning

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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