Insights

Q&A: Understanding the New CARES Act

Q&A: Understanding the New CARES Act

Presented by Gabe Lapito and Ryan Gomendi On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act...

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COVID-19 Update

COVID-19 Update

Hi SRP Clients, Our team wants to make sure in this season we have pro-active communication to each of you as we steward your hard-earned resources.  We (Gabe and Ryan) want...

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Is the Bear Market Here to Stay?

Is the Bear Market Here to Stay?

Presented by Gabe Lapito and Ryan Gomendi With the Dow dropping more than 25 percent from its highs and the S&P 500 following suit, we have finally seen the end of the bull...

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50 Years of Financial Planning

50 Years of Financial Planning

One of the biggest changes to shake the world of finance has been the rise of CERTIFIED FINANCIAL PLANNER® professional fifty years ago this year. The now-trusted CFP®...

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Welcome to the team Mackenzie

Welcome to the team Mackenzie

We are thrilled to introduce you today to the newest addition to the SRP team! Mackenzie Palmer has just joined SRP in September as a Client Relationship...

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Devising a Data Breach Game Plan

Devising a Data Breach Game Plan

Presented by Gabe Lapito and Ryan Gomendi As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this...

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Making A Generational Impact

Making A Generational Impact

What is the greatest impact we can make in our lives? Is it what we do in our work, or maybe with our generosity? What about life changing help for a stranger? All of those are...

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Welcome our newest teammate: Hope Glunt

Welcome our newest teammate: Hope Glunt

We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up to legal secretary where she served for 4 years.

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Living Generously

Living Generously

What does generosity look like to you? Is it cutting a check or giving your time? Do you see being generous as something you do once a year or is it a lifestyle? We believe that generosity takes many forms and each one leaves our world in a better situation. We also believe that generosity is inspirational, and when we see others being generous, it can inspire someone else to be, and on and on! With that thought in mind, we are excited about a new series at Strategic Retirement Plans called “Living Generously”! This will be a section where we tell the stories of people in our SRP family that are being generous with their time and resources, in hopes that it might inspire someone else.

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What’s On Your List?

What’s On Your List?

“What are you going to do when you retire?” We ask people ask that question all the time, but rarely do we hear a defined answer like our friends Darryl and Carol Brown have! They don’t have “one thing”….they have thirty-five! They’ve been kind enough to share their list with us and we hope you’ll find it inspirational too!

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How will your tax return change this year?

How will your tax return change this year?

Are you ready for tax time? While it isn’t really an exciting time, it’s something we all have to deal with, and this year there will be big changes. You probably remember all the big tax law changes that were announced in 2017, but now those changes are going to be seen in action with your 2018 tax return. Now that these tax reforms are impacting you in an immediate way, let’s take a look at some of the biggest changes that you need to be ready for as you file in the coming weeks.

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