In your own effort to avoid the ups and downs of the recent market ride, perhaps you made the decision to move your retirement account assets away from equities and […]
Documents You Need In A Crisis
Many of us are home indefinitely and may be attending to projects that would have otherwise gone unnoticed in 2020. Consider rounding up the documents below (or conferring with aging parents […]
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 […]
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 […]
The Path to Cash
The effects of the COVID-19 pandemic are creating financial havoc for many Americans. With our economy at a near halt, there’s no doubt many may need to tap into financial […]
Strive to Recession Proof Your Finances with Pete the Planner
COVID-19 continues to ravage America. The U.S. economy has all but come to a halt. Unemployment numbers are soaring. Uncertainty prevails in our day-to-day lives. Are you financially prepared? SRP […]
Some Things Don’t Change
Some Things Don’t Change A lot has changed in the last two weeks. Some things have not. YOUR VALUES & GOALS Before reacting to short-term or temporary emotions, consider seeking […]
Market Volatility – Participant Video – March 19, 2020
One trade SRP does recommend… Fear and Worry for Planning and Patience Watch this video below with Phil Senderowitz, CFP, CFP (SRP Managing Director, Central Florida) to learn more about […]