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...
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...
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...
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...
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...
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...