2021 Market Update – 1st Quarter
Market Update for the Quarter Ending March 31, 2021 Presented by Commonwealth Financial Network Solid Month Caps Positive Quarter for Markets U.S. stock markets saw gains for the month and quarter. The Nasdaq Composite gained 0.48 percent during March. The S&P 500...
The Road to Retirement – Bobbie Roberts
Taking the Backroads It almost seems counter cultural in our working world to meet someone like Bobbie who isn’t trying to rush towards retirement and to move on to something that we perceive to be greener on the other side. Bobbie found a passion for her work...Health Insurance in Retirement
One of the biggest questions we get from our clients in retirement is how do we handle health insurance before turning 65? How do you afford it and who do you buy it from? Learn some helpful tips from Gabe Lapito and Ryan Gomendi. How to handle health insurance before...
Veteran Highlight – Don and Sandie Haney
It’s our honor to serve those who have served. Don and Sandie Haney have been our clients for over 15 years, and they are like family to us. Similar to many of our clients, they are both veterans, and here’s a bit of their story. How They Met Don joined...What are the factors that affect my pension?
Do you have a plan for your pension? At SRP, we work with each individual to figure out the best plan when it comes to your pension. There are many factors that can affect this decision, including age, marital status, and interest rates. Watch this video with our...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.
