Resources
A More Flexible Way to Think About Retirement
Instead of one long, steady chapter, retirement often moves through three distinct phases, each with its own patterns and pressures.
These five steps will help you toward a safe, secure, and fun retirement
These five steps will help you toward a safe, secure, and fun retirement Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is...
5 Financial Planning Tips for New Physicians and Dentists
If you are a new physician or dentist, you may be overwhelmed by the number of financial decisions you need to make as you start your career. Physicians and dentists are unique as their income jumps significantly in a short period of time, and they are bombarded with...
The Social Security Fairness Act Becomes Law: What It Means for Your Retirement Planning
At Strategic Wealth Design, we know that many public-sector employees have waited years for this change. Here’s what the new law means for your retirement income and financial planning.
Strategic Wealth Design Acquires Wealth by Design
Strategic Wealth Design Acquires Wealth by DesignWelcoming Danielle Howard and Molly McMahon to the SWD FamilyWe are proud to announce that Strategic Wealth Design (SWD) has officially completed the acquisition of Wealth by Design (WBD), a respected financial services...
Stay Ahead of the Curve: The Essential 2025 “Important Numbers” Guide
Stay Ahead of the Curve: The Essential 2025 "Important Numbers" GuideAt 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 for 2025—a two-page...
Disability Insurance Awareness Month: Why It’s Crucial for Dentists and Physicians
Disability Insurance Awareness Month: Why It's Crucial for Dentists and Physicians At Strategic Wealth Design, we understand the unique financial needs of dentists and physicians. As financial planners, we specialize in providing tailored financial planning services...
Navigating Your Financial Journey: Unveiling the 2024 “Important Numbers” Guide
At Strategic Wealth Design, we understand that financial success is rooted in knowledge and strategic planning. We are pleased to re-introduce our Annual "Important Numbers" Guide for 2024—a two-page resource designed to empower you with crucial...
SECURE Act 2.0: Big Changes to Retirement Savings Plans and Benefits
As 2022 closed, Congress passed the SECURE Act 2.0, a wide-ranging initiative designed to help American employers establish retirement savings programs and help workers prepare for retirement. A financial professional can help both plan providers and workers...
January Is Financial Wellness Month, Renew Your Commitment to Financial Wellbeing
Key Takeaways A new year can be a good time to review your financial situation and goals. A Financial Advisor can help you get organized and look forward. Know what you’re working for, ask where you’re going, set goals for this year and beyond. Review everything from...
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Mahesh Odhrani
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Michael Beatty
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