Resources
Resources
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...
3 Major Takeaways and Questions from President Joe Biden’s New Student Loan Forgiveness Plan
Currently, 43 million people across the country owe around $1.6 trillion in federal student debt. After speaking about this for months, on August 24, 2022, President Biden announced a plan to forgive some student loan debt. For Pell Grant recipients, the goal is to...
Three Tips for Teaching Kids About Money
How important is the relationship between kids and money? This is a perfect topic for the season since kids are home for summer break. According to the University of Cambridge, money habits in children are formed by the age of 7. During this period, the brain...
Are we in a recession?
Are we in a recession? You might be understandably nervous with so much talk about recession and inflation in the headlines. Recessions can feel like a financial whirlwind, and the S&P 500 having its worst first six months since 1970 doesn’t give us much...
Student Loans – Traditional Repayment Programs
Student loans. When you hear that phrase, what's the first thought that comes to your mind? The student loan crisis in our nation has been constantly and rapidly evolving. These increasingly high rates can cause stress, worry, and frustration for many individuals....
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Mahesh Odhrani
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