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 five areas, we often receive a lot of questions about how to plan...
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 values that have been our foundation. With the colors, font, and style, we are looking to the future and the growth that has...
What to Ask When Your Adult Child Moves Home
Facing heavy college debt burdens and an unpredictable job market, many young adults today are returning home to live with their parents. In fact, according to a recent study by the Pew Research Center, more than 32 percent of young adults lived with their parents in...
Charitable Contributions from IRAs
The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs. By making a qualified charitable distribution (QCD) from an IRA directly to a qualified charitable organization, older IRA...
Financial New Year’s Resolutions: Using Tech to Stay on Track
The New Year is symbolic in many respects. It gives you a chance to start fresh and set some goals that can improve your life in ways large and small. But if you’re like many people, familiar resolutions like “lose weight” or “go to the gym” slowly fade into darkness...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
