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YOUR 2021 IRA CALENDAR

Nothing was “normal” in 2020, including your tax-qualified retirement savings accounts. Investment values were up and down, deadlines were extended, and distribution requirements were waived. With high hopes that 2021...

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Tax Advantages for Growing Families

Congratulations if you welcomed a new member to your family this year! Having little ones is expensive, whether you’re paying hospital bills or adoption expenses, or just keeping up with...

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STRATA In The Community: CASA of McLennan County

When children enter the foster care system because their home is no longer safe, CASA of McLennan County and its network of invested, compassionate Court Appointed Special Advocate (CASA) volunteers step...

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STRATA In The Community: The Shepherd’s Heart

The poverty rate in Central Texas is double the national average and accounts for over 30% of the population. 1 in 4 children under the age of 5 does not...

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STRATA’s Kelli Click Featured in The Street, Retirement Daily’s “Can Alternative Investments Soften the Blow of Volatile Markets?”

Article originally published on TheStreet It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market indices hitting new record highs in...

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SECURE Act 2.0

Legislation Watch: Secure Act 2.0, Are You Ready?

Sometimes change can be the catalyst for … more change. It’s been one year since the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) kickstarted a...

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