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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)

What is the greatest impact we can make in our lives? Is it what we do in our work, or maybe with our generosity? What about life changing help for a stranger? All of those are noble pursuits, but most people would agree that the legacy we leave our family will be the most important…(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)

Saving for retirement can be done in a variety of ways. Some people have a 401k or pension setup with an employer, but the most popular way for an individual to save for retirement is with an “IRA”. Today we want to take a high-level look at an IRA and answer a few common…(Read More)

Will the Market Keep Dropping?

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Presented by Gabe Lapito and Ryan Gomendi If you’re like many investors, you’re starting to worry. After all, the stock market has declined for the third month in a row, with the S&P 500 in correction territory (i.e., down 10+ percent from the peak). Plus, important trend lines (e.g…(Read More)

The railroad industry has a long and storied history in America. It is responsible for spreading the industrial revolution across the country and making it possible for transports to go from the Atlantic to the Pacific. It is no wonder such an important industry has its own specific retirement plan with unique features. Let’s…(Read More)

What To Do With Volatility?

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There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and “corrections” are forefront on the minds of investors. The news media sensationalizes the market’s performance, but what does the recent volatility mean and how…(Read More)

One of the most important things we assist clients with at Strategic Retirement Plans is identifying and mitigating risk. Risk management comes in many different forms: managing the risk in your investment portfolio or managing the risk of having enough funds in retirement. One risk that must be considered in any holistic financial plan is…(Read More)

Have you ever wondered what goes into the strategy for investing our clients’ funds? What does that process look like and how is it different for each client? We’d like to give you a peek behind the curtain at what we do to prepare and customize an investment strategy for each client. It all…(Read More)

It’s the time of year when many people are taking care of their tax obligations. This will be the last year for doing your taxes before the new rules of the Tax Cuts and Jobs Act passed in late 2017 will take effect. That means next year will be a whole different situation for…(Read More)