by Strategic Retirement Partners | Jan 14, 2021 | Blog, COVID-19
The Saver’s Tax Credit can give an added boost to those saving for retirement. You may be eligible for a tax credit, which could reduce your federal income tax liability, for contributing to your 401(k), 403(b), 457 or IRA plan. If you qualify, you may receive a...
by Strategic Retirement Partners | Nov 4, 2020 | Employee Education
HerMoney (podcast /website / newsletter ) Free newsletter for the latest insights from Jean Chatzky and the HerMoney team! Subscribe Here #401kladyJeanneFisher SRP’s very own Advisor Jeanne Fisher, CFP® shares timely market, money and investing-related tips via...
by Strategic Retirement Partners | Aug 3, 2020 | Employee Education
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by Strategic Retirement Partners | Jul 13, 2020 | Employee Education
The recent market ride may have you feeling like you are living in a real-life risk tolerance questionnaire. “What is the worst loss you would tolerate?” “What best describes your investment attitude?” “Do your investments keep you up at night?” Use this time of...
by Strategic Retirement Partners | May 4, 2020 | COVID-19, Employee Education
Many of us are home indefinitely and may be attending to projects that would have otherwise gone unnoticed in 2026. Consider rounding up the documents below (or conferring with aging parents as to the whereabouts of these documents). These can be critical when...
