01
May
Post-COVID Tax Law Changes Every Investor Should Know
- 101 - Financial Stewardship & Money Management (Basic Level)
- 201 - Introduction to Investing & Wealth Growth (Basic Level)
- 301 - Retirement Planning & Income Distribution (Basic Level)
A Plain-English Guide to RMDs, Gifting, Catch-Up Contributions, and More for 2025 Since the onset of COVID-19, Congress has passed sweeping changes to the U.S. tax code—many of which have lasting implications for retirees, investors, and families focused on…
20
Mar
The Critical Role of Assumptions in Financial Planning: Why Strategic Income Group Stands Out
- 202 - Optimizing Wealth Through Smart Investing (Advanced Level)
- 302 - Advanced Strategies in Retirement & Generational Wealth (Advanced Level)
Financial planning is only as robust as the assumptions underpinning it. Every retirement plan relies on expectations regarding inflation, investment returns, life expectancy, Social Security benefits, and periodic expenses. Unfortunately, many financial plans falter because these assumptions are not meticulously…
