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Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

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Tuesday, February 24, 2026

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Wednesday, February 11, 2026

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Thursday, January 29, 2026

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

Tuesday, January 6, 2026

As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals. 2025 was a year marked by...

Wednesday, December 17, 2025

Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...

Tuesday, December 16, 2025

The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note. Individual Retirement Accounts (IRAs) IRA contribution limits are up...

Tuesday, December 2, 2025

Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...

Wednesday, November 12, 2025

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Tuesday, November 4, 2025

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...

Wednesday, May 7, 2025

Image via Freepik Starting a family is a wild, beautiful, and sometimes chaotic ride. One minute you’re building a nursery, and the next, you're navigating daycare costs and wondering how people actually afford college tuition. That’s...

Wednesday, April 23, 2025

The way you think about money shapes more than just your financial decisions—it influences how you approach opportunities, challenges, and growth. A mindset rooted in outdated beliefs can create invisible barriers

Thursday, January 2, 2025

Image via Freepik In an era where financial pressures are ever-present, achieving financial resilience is more important than ever. The ability to manage your finances effectively not only alleviates stress but also lays the groundwork...

Tuesday, August 13, 2024

Facing a recession can be daunting, but it's possible to not just survive but thrive during these challenging times. By implementing thoughtful strategies and making informed decisions, you can manage your finances effectively and even...

Thursday, July 25, 2024

Navigating the complexities of business finance requires a blend of savvy decision-making and strategic planning. A fundamental component of this is managing expenses efficiently, ensuring that every dollar spent...

Wednesday, July 3, 2024

Image: Eric & Ciarra Dobbs at the soft opening of their new business, High Steaks Smokehouse, one of the many small businesses we are proud to support at Strategic Wealth Inc. Tight Budget, Big Dreams: Financial Strategies for Growing...

Friday, June 24, 2022

S&P 500 Index is a market capitalization-weighted price index composed of500 widely held common stocks.1 Source for bear/bull market stats is Ned Davis Research as of 12/15/21 unlessotherwise noted.2 Source: Ned Davis Research, 12/21....

Tuesday, March 22, 2022

When it comes to protecting your financial legacy, it pays to work with professionals who can help you build the best foundation possible. Connect with Strategic Wealth today to find out more about our financial planning services.

Tuesday, January 25, 2022

Thursday, March 11, 2021

Your business cash flow is an incredibly useful indicator of your success. Believe it or not, cash flow problems are the number one reason why small businesses fail! Monitoring your cash flow and taking proactive measures to keep your...