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...
May 30, 2024 | Disability Insurance, Physicians/Dentist
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...
Dec 18, 2023 | Business Planning, Financial Planning, Tax Planning, Topics
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...
