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CFN Articles

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|

Our New Logo and What It Means

Today we are proud to unveil our new logo to our clients! The goal with our new logo is to portray where we are going while holding true to the […]

CFN Articles, General Planning, Home|

Equifax Breach Affects 143 Million Consumers

As part of our ongoing efforts to help keep your personal information as safe as possible, we want to remind you to stay on the lookout for the many security […]

CFN Articles, News & Announcements|