Stocks are Down. What’s Your Next Move?
Listen in to Certified Financial Planners, Gabe Lapito and Ryan Gomendi of Strategic Retirement Plans, as they give their best advice and suggestions for navigating this economic shift and the downturn of the stock market. Staying the Course Ryan and Gabe wanted to...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
Video: What Do I Need for an Estate Plan?
How to build a foundation for your estate and plan for the future. Ryan and Gabe face hard topics and offer great advice on setting up an estate plan. How You Can Prepare Financially for the “Storms” of Life With COVID-19 happening, one of the questions...
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 clients we find gaps in what they believe to be a complete plan. In these cases, one of the...
Will vs. Trust: Is One Better than the Other?
When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you. What is a...Ready to Get Acquainted?
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