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Special Needs Families
Helping you navigate the complexities of special needs planningLearn More
Special Needs Families
Successful planning begins years prior to retirementLearn More
To exit successfully, owners must have 3 elements in placeLearn More
Helping You Achieve A Sense Of Well-Being
Through Wealth Management And Life Planning
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.Contact Us
Life in a Box
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A letter of instruction provides additional and more personal information regarding your estate.
There are common mistakes you can avoid when saving for retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.