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General Planning

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 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 […]

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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 […]

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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 […]

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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 […]

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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. […]

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Important checklist when faced with a death

Losing a loved one is arguably one of the most difficult experiences in life. In addition to coping with the grief and loss of a loved one, there are also […]

Health Insurance in Retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this […]

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Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth:

Durable power of attorney
Advanced medical directives
Will
Letter of instruction
Living trust

The last document, a living trust, isn’t […]

Helping Your Adult Children Without Hurting Your Retirement

A large portion of the millennial generation has come of age during complex and challenging economic conditions. The older end of the generation entered the workforce just in time for […]

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