Insights

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.

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.

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!

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.

Gabe Lapito of Strategic Retirement Plans Honored in Forbes’ Best-in-State Wealth Advisors List

Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF® , has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

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!