How can market volatility impact your retirement plans? Learn tactics to optimize your strategy no matter what stage you are in on your retirement journey.
Strategic Wealth Blog
Women and Money: An Evolved Approach
As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
Mistakes are Expensive: Financial Planning for Gen X and Gen Y
Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with a financial advisor was when they needed to create a retirement income plan. The new fee-only model allows financial advisors with experience and knowledge to […]
Estate Planning for Small Business Owners
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create a multi-generational family enterprise, there’s one area of risk you shouldn’t […]
Fed Raises Interest Rates: Implications and What We’re Watching
After reducing rates from 2.5% in 2019 to zero at the onset of the pandemic, the Federal Reserve has hiked rates by 0.25%. What does this mean and what should we be watching?
In Celebration of International Women’s Day: A Look at Financial Milestones in Women’s Lives
In celebration of International Women’s Day, here are the major financial milestones you should consider in each stage of your career.
Value Your Business like it’s Your Retirement Plan, Because it is.
Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.
Thinking Through “Life-Changing” Wealth
Incorporating a large lump sum of money into a financial plan requires thinking through a series of impacts that happen over time.