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Strategic Investment Partners publishes resources that you can use to guide you through your financial path.
TAX PLANNING 2024
This guide will explore how tax filings may look different this year and what you can do to prepare. Modest changes to the tax brackets mean that wage earners may fall into different tax brackets this year.
TAXES AND YOUR RETIREMENT
There are few things more personal than investing your hard-earned assets. At Strategic Investment Partners, we sincerely care about the financial decisions our clients make and work hard to educate...
GUIDE TO SS SURVIVAL
It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy. Working with a financial professional , including licensed insurance agents...
LONG TERM INVESTMENT
Hiding your money under a mattress, as an investment strategy, is probably not a good idea. You put your money at all sorts of risk: fire, theft, flood, forgetfulness.
ESTATE STRATEGIES
Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Yet, approximately 50% of 50 year olds...
Bond Alert
Bonds are generally popular with investors who are seeking income and want a well-rounded portfolio as part of a long-term financial strategy. Because bond prices move inversely with interest rates, the low interest rates...
STAY CONFIDENT IN RETIREMENT
Today’s retirees are living longer than ever before and experiencing retirement in new ways. Gone are the days when people worked 50 years for the same employer, retired on a predictable pension, and settled down into...
Essential Financial Figures
This guide gives you a quick look into important information and financial data for 2024, including Key dates, tax brackets and minimum tax exemptions.
2023 TAX GUIDE
In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare. Keep in mind, this guide is for...