Your 2021 IRA Calendar
*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana). IRS Form 5498...
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...
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...
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...
STRATA’s Kelli Click Featured: “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...
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...
