Insights

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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Is an IRA the right solution for you?

Is an IRA the right solution for you?

Saving for retirement can be done in a variety of ways. Some people have a 401k or pension setup with an employer, but the most popular way for an individual to save for retirement is with an “IRA”. Today we want to take a high-level look at an IRA and answer a few common questions. We’ll also see how some of the new tax laws can impact how an IRA can be utilized. Let’s dive in!

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Will the Market Keep Dropping?

Will the Market Keep Dropping?

Presented by Gabe Lapito and Ryan Gomendi If you’re like many investors, you’re starting to worry. After all, the stock market has declined for the third month in a row, with the...

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What To Do With Volatility?

What To Do With Volatility?

There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and “corrections”...

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Do You Have An Insurance Plan?

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...

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SRP Client Stories: Michelle Olson

SRP Client Stories: Michelle Olson

All of our client stories hold a special place in our hearts, but this edition is a little extra special to us. Michelle Olson has been with us since the beginning when our...

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Welcome to our new home!

Welcome to our new home!

We have recently moved into our new office building, but it's much more than an office to us. It already feels like home! We feel extremely honored to be able to provide this new...

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What Are Donor Advised Funds?

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....

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