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Mitigating Inflation’s Impact on Savings Rates

Americans are facing a perfect storm that could impact their retirement savings plans. Many investments, from stocks to cryptocurrencies, have been underperforming. At the same time, inflation has hit record...

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Is Your Portfolio Prepared for an Economic Roller Coaster?

If market volatility has kept you from looking beyond your balances this year, now can be a good time to evaluate your portfolio on a deeper level. Studies show maintaining...

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Great Resignation Retirement Mistakes to Avoid

If you are thinking about making a job change, you’re not alone. According to the Willis Towers Watson’s 2022 Global Benefits Attitudes Survey, 44% of employees are currently actively looking...

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Is A SIMPLE IRA Plan The Right Fit?

If you own a business and have employees, you probably have little time in your day or your budget to manage and fund a retirement plan. But studies have shown...

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STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”

Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...

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Benefits of Pre-Tax Retirement Savings

As another year comes to a close, you may be wondering if your tax return will come with an income tax liability or a refund. You might still have time...

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