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Secure Planning Strategies is nationally recognized as a leading independent wealth management firm. With over 35 years of experience our advisors utilize a comprehensive financial planning approach to provide a detailed review and analysis of all facets of an individual’s personal and financial situation. At Secure Planning Strategies we have a deep respect for our clients, a team supported by a family-oriented culture, and a commitment to excellence.

Reach out today to experience a more personal approach for your overall planning needs. We look forward to building a brighter future with you.

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Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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