Risk Management

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 Is Our Strategy For Managing Client Investments?

Have you ever wondered what goes into the strategy for investing our clients’ funds? What does that process look like and how is it different for each client? We’d like […]

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Understanding Risk

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about […]

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically […]

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Avoiding Tax-Related Identity Theft

If you’re not thinking about your taxes yet, you should be—identity thieves certainly are.

During tax season, there’s a significant increase in the sharing of sensitive information, both online and via […]

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Emergency Funds: Preparing for the Unexpected

You’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don’t fully realize this until a money emergency is upon them. Are you […]

A Safety Reminder: Protecting Yourself from Data Security Breaches

One of the biggest themes of the past year has been the scary truth that our personal information may not be as secure as we think it is. Yet, even […]

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Buyer Beware: Tips for Safe Online Shopping

Are you one of the millions of consumers who hunt for deals and unique items on sites like eBay and Craigslist? While cyber shopping can be a convenient way to […]

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Protecting Your Elderly Family Members from Scams

As the number of aging Americans continues to grow, more and more scams are targeting people 60 and older, who are often perceived as more trusting and polite.

What kinds of […]

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