Mar 15, 2026 | Blogs, Retirement Plans, Topics
A More Flexible Way to Think About Retirement What if I’m being too conservative? What if I spend too much too early and regret it later? What if I don’t enjoy retirement because I’m afraid to touch my money? What if the way I’m spending now...
Feb 20, 2026 | Upcoming Events
Glenwood Springs, CO Plan for Retirement with Confidence A Smart Approach for Uncertain Times An Educational evening and Workshop at Ironbridge Grill. Hosted by Senior Financial Advisor Danielle Howard, CFP®. According to the Employee Benefit Research Institute,...
Nov 6, 2025 | Blogs, Retirement Plans, Topics
The Social Security Fairness Act Becomes Law: What It Means for Your Retirement Planning On January 5, 2025, President Joe Biden signed the Social Security Fairness Act into law, creating one of the most significant changes to retirement benefits in recent history....
Jul 23, 2025 | Financial Planning, Retirement Plans, Topics
Strategic Wealth Design Acquires Wealth by Design Welcoming Danielle Howard and Molly McMahon to the SWD Family We are proud to announce that Strategic Wealth Design (SWD) has officially completed the acquisition of Wealth by Design (WBD), a respected financial...
Jan 10, 2025 | Business Planning, Financial Planning, Tax Planning
Stay Ahead of the Curve: The Essential 2025 “Important Numbers” Guide At Strategic Wealth Design, we understand that financial success is rooted in knowledge and strategic planning. We are excited to present our Annual “Important Numbers” Guide...
