InvestmentNews has recognized Strategic Retirement Partners (SRP) as a 2020 Best Places to Work for Financial Advisers. Strategic Retirement Partners was chosen as one of this year’s top-75 firms based […]
Pre-Retiree Considerations
There’s no doubt recent market volatility has been especially worrisome for pre-retirees. The majority of calls we’ve received in the past month have been from those nearing retirement, with concerns […]
Market Update – April 21, 2020
“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, […]
Top 5 Financial Tips You Need to Hear
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SRP 2nd 2020 Quarter Participant Webinar
Saving for both college and retirement can be a daunting task. It’s easy to feel like these huge financial goals are in competition with one another. How does one prioritize? […]
The CARES Act and Student Loan Repayment Benefits
Did you know the CARES Act has provisions that impact student loans? • Extends the tax benefits of Tuition Reimbursement programs under IRS Section 127 Education Assistance Programs • Payments […]
CARES Act Explained by the Voice of Small Business, NFIB
CARES Act Retirement Plan Provisions
Please find below a 5-minute video by SRP’s Consulting team discussing CARES Act and the impact to retirement plans. Please note these provisions are optional and that clients should reach […]
SRP WFH Tips: Greg Gavran
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) […]
Market Update – April 8, 2020
These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United States. As the war against COVID-19 wages […]