Are You Financially Prepared for the Loss of a Spouse?
Understanding the financial impact of suddenly becoming widowed is an important part of a financial plan. Would you be prepared?
What the Inflation Reduction Act and Student Loan Forgiveness May Mean For You
Learn more about the top three provisions in the Inflation Reduction Act that the average American may benefit from the most, and some preliminary information about student loan forgiveness.
Do I Have Enough to Retire Comfortably?
You need to know how much money you’ll have when you retire to plan for this major milestone. These factors will help you calculate if you’re on track!
How to Un-Google Yourself & Your Family
Google now allows anyone to request to have personally identifiable information removed from search results about themselves, including phone numbers, addresses, and emails.
Client Profile: How We Helped a Couple Organize Their Finances & Plan for Early Retirement
Are you a professional thinking about early retirement? Discover how Strategic Financial Planning can help you make your dream a reality!
Could a Donor-Advised Fund Save You Money on Taxes?
Do you want to minimize your taxes and be generous at the same time? Donor-advised funds could be the answer. Strategic Financial Planning can help.