Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Creating and Maintaining Financial Balance
Financial balance is something everyone wants to achieve, but not everyone does. As it stands today, the financial world is quite complex and uncertain, which requires attention to detail, expert knowledge, and a bit of finesse to design a financial plan that can sustain the test of time. Our mission is to help our clients not only achieve financial balance, but also maintain it throughout their life.
Building sustainable wealth is both a science and an art, and at Strategic Wealth Design, we use a powerful process that takes both the emotional and mathematical sides of financial planning to create financial balance for our clients. Through working with us, our client’s experience being better organized, being well informed, achieving higher levels of savings and increased protection.
Your success is our passion - we wholeheartedly care for our clients to have the financial success that they want and rightfully deserve. Whether your goal is preparing for retirement, college savings, or executing an estate strategy, we can help!
We invite you to explore the website and learn more about us, but more importantly invite you to spend 30 minutes with us over the phone or in person to evaluate if we are a good fit for each other. We promise that it will be time well spent.Contact Us
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Six overlooked tax deductions to help manage your tax bill.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
What can be learned from the savings rate?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like old receipts in a junk drawer.