Roth IRA Strategies
Our latest blog focuses on the Roth IRA and provides specific details for your consideration in setting up a new Roth IRA, electing a workplace Roth IRA, or converting your existing IRA to [...]
Mar
31, 2026
Apr
5, 2025
Private Market Investments
Private market investments (often referred to as “alternative investments” or “alts”), such as real estate, infrastructure, private credit, and private equity, offer unique opportunities not available in public markets. Incorporating these assets into [...]
Nov
19, 2024
2024 Year-End Tax Updates + Financial Planning Considerations
2024 Year-End Tax Updates Guide and Financial Planning Considerations from SWP At Strategic Wealth Planning, we believe that tax planning is not just an annual activity but a foundational aspect of comprehensive financial [...]
Nov
11, 2022
2022 Year End Financial Check List
As the Thanksgiving holiday approaches, we want to provide our clients with a financial year-end check list. We encourage you to review the topics we have selected, knowing that they are important not [...]
Jun
24, 2022
Take Time to Review
The word ‘review” has a long list of synonyms: analysis, audit, one-over, reconsideration, rethink, reassessment, fresh look, second look. Webster’s dictionary defines “review” as “a formal assessment or examination of something with the [...]
Feb
23, 2022
Volatility and Risk
We understand that big market swings make investors nervous. We have received several questions about the current condition of the stock market and market volatility in particular. To answer those questions, we like [...]
Sep
21, 2021
“Trusted Contact Person” – Who, Why, How?
In 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule which allows an investor to authorize her or his adviser to contact another person, a “Trusted Contact Person,” in limited circumstances, [...]
Jan
12, 2021
How You Title Personal Accounts Matters!
We are often asked the important question “How should I title my/our personal investment or bank account” or “what is the correct way to title my/our house?” The answer in almost all cases [...]
Nov
16, 2020
As 2020 draws to a close, some year-end tax and savings strategies for your consideration.
Dear SWP Client, We want to provide you with some tax planning strategies as well as some savings tips for you to consider as 2020 comes to a close. AVOID UNEXPECTED TAX CONSEQUENCES [...]