CFN Articles

An Introduction to the Railroad Retirement Plan

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 […]

CFN Articles, Home, Retirement Planning|

November 26, 2018

Weekly Market Commentary
November 26, 2018
The Markets

It was a turkey of a week.

The United States and China continued to spar over trade and other issues. An expert from Moody’s told Frank […]

What To Do With Volatility?

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 […]

CFN Articles, News & Announcements|

Are you ready for Medicare?

As people reach their early to mid 60s, there is a common theme when they start think about healthcare: Medicare. While it is a vital aspect of a complete retirement, […]

Do You Have An Insurance Plan?

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 […]

What Is Our Strategy For Managing Client Investments?

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 […]

CFN Articles, Home, Risk Management|

How will the new tax laws impact your retirement?

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 […]

CFN Articles, Home, Taxation|

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 […]

CFN Articles, General Planning, Home|

Cybersecurity Tips for Safer Online Holiday Shopping

The holiday season is a busy time for everyone—especially cyber thieves. While shopping online for the best deals, it’s critical to be aware of common scams and risky online behavior […]

CFN Articles, News & Announcements|

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 […]

Estate Planning, Home|