SWP Team

POWERS OF ATTORNEY – A REVIEW At Strategic Wealth Planning, we deal with powers of attorney on a daily basis. In looking for topics that are relevant to our clients, we thought it [...]

A large part of your nest egg is probably vested in an IRA or 401k.   At your death, the proceeds from your retirement plan will pass to your named beneficiary(ies) outside your will. In [...]

FINRA Rule 2165, known officially as the “Financial Exploitation of Specified Adults” but known commonly as the “Financial Exploitation of Seniors Act”, goes into effect February 5, 2018.  Here are 3 important facts [...]

On January 1, 2018, the exclusion from Federal transfer at death taxes a/k/a “Death Taxes” increased from $5.3 million to $11.18 million per person.  Due to this increase, only approximate 1800 deceased persons [...]

Building an investment portfolio to withstand the unknown. Don't listen to market prognosticators; no one can tell the future. Market opinions are ubiquitous and, unfortunately, many are broadcast with the intention of profiting [...]

A 2006 study at Indiana State University (McCormick and Godsted: “Learning your Monetary ABCs”) concludes that teaching financial skills to young children is just as important as the teaching of reading and math. [...]

June 24, 2016 An Important Email from SWP's CEO: Dear SWP clients: I have just finished listening to multiple conference calls on the UK’s vote to exit the European Union (several  financial analysts [...]

Given that 2016 has begun with a steep decline in stock markets and a sharp rise in investor concern, we decided to devote this blog to discussing the current environment and what you [...]