Market Update for the Quarter Ending December 31, 2022

Market Update for the Quarter Ending December 31, 2022

December Sell-Off Caps Turbulent Year  Markets sold off in December, with the negative month contributing to mixed results for the quarter and declines for 2022. The S&P 500 lost 5.76 percent during the month, which held the index to a 7.56 percent gain for...
Video: What Do I Need for an Estate Plan?

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

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...