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Tuesday, June 15, 2021

Friday, March 19, 2021

A year ago, our lives changed due to the COVID-19 pandemic across the globe. On this anniversary of the lockdown we would like to share our thoughts on all of our survival. Everyone struggled at different levels – some may have...

Tuesday, February 16, 2021

Tuesday, January 19, 2021

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Monday, January 11, 2021

Monday, August 31, 2020

We want to reach out to you and share our perspective on the current unprecedented market recovery and the general state of the economy. We believe there is a disconnect between Wall Street and Main Street. Stock indexes have recently...

Sunday, July 12, 2020

Raising a child with special needs is challenging for most families. Dealing with the daily caregiving issues, medical appointments, and educational challenges can be stressful. This is in addition to dealing with their own employment,...

Wednesday, July 8, 2020

The lockdown period to prevent spreading of COVID-19 has been difficult for most people. As necessary as it is to honor social distancing, keeping busy and active has been a challenge for many. This may be the right opportunity to...

Sunday, July 5, 2020

What is the Right Amount to Fund a Special Needs Trust? Funding Strategies for Special Needs Trusts When parents start the planning process for a child with special needs, they usually work under the perception that if they create a...

Thursday, July 2, 2020

Raising a child is a team effort of both parents with additional help from family members when possible. Working parents juggle between family life and career demands balancing both as best as possible. When a family includes a child...

Tuesday, June 30, 2020

Dear Parent, We are all living through a very challenging time and coping with impact of the Coronavirus. Although, the lock-down and social distancing are essential to avoid transmission, it is very difficult for families who care for...

Friday, March 6, 2020

In honor of the International Women’s Day on March 8th we would like to dedicate this month’s blog to ‘Women and Finance’. It is important for every woman to feel confident on financial matters. Women have a...

Monday, February 3, 2020

One way to make this cold and dreary February a little warmer is to continue the spirit of love and kindness past Valentine’s Day. Three days later, on February 17th is International Random Acts of Kindness Day. A kind gesture...

Sunday, January 5, 2020

Happy New Year! We would like to extend our best wishes for a healthy and happy 2020. As we begin a new year, we would also like you to consider the age-old tradition of resolutions. What will be your resolution for the beginning of a...

Monday, November 6, 2017

The role of a trustee of the Special Needs Trust created for your loved one is extremely important and cannot be taken lightly. Too often, the successor trustees are left without proper instructions and education on how to manage this...

Monday, October 2, 2017

Let’s be honest. If you are a parent, it sometimes might feel like life is a juggling act to have children, especially when one kid has special needs. Not only that, it’s important to remember that being a sibling to a...

Monday, September 18, 2017

Thanks for coming back and reading our website blog here at Secure Planning Strategies. If you have a special needs child, this week’s topic is going to really be of interest you. This week, we are going to be discussing the...

Monday, July 24, 2017

Welcome back to this week’s blog. This week will be the fourth and final week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this week’s article...

Monday, July 10, 2017

Welcome back to this week’s blog. This week will be the third week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this week’s article, which...

Monday, June 19, 2017

Welcome back to this week’s blog. This week will be the second week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this week’s article, which...

Monday, June 5, 2017

Congrats on making it back here to read this week’s blog. This week will be the first week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this first...

Monday, May 22, 2017

As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Estate planning may not be a top priority to many people. However, if ignored, your assets may end up in the wrong...

Monday, May 8, 2017

Hi, there. Thanks for joining Secure Planning Strategies this week for the company’s weekly blog article. We receive a lot of questions about gifting money and potential tax that might be owed so it was decided to address the...

Monday, April 24, 2017

Welcome back to our Secure Planning Strategies website blog. We are so excited to be presenting this week’s blog in which we are going to be focusing retirement plan rollovers. There is a lot of information to share so...

Monday, April 10, 2017

Hi, there! Welcome back to the Secure Planning Strategies website blog and I am so happy to have this weekly opportunity to share my words of wisdom and knowledge with you when it comes to building wealth. One important element to...

Monday, March 27, 2017

Welcome back to the Secure Planning Strategies weekly blog and I cannot wait to discuss this week’s topic, which is one’s individual credit profile. If you possess a credit card, a car loan, or student loans, chances are...

Monday, March 13, 2017

It’s good to see you back here on the Secure Planning Strategies blog. This week, I am going to be discussing the credit card debt and how it affects your ability to save for retirement. If there is any credit card debt on the...

Monday, February 27, 2017

Hi, there. Thanks for coming back to the Secure Planning Strategies blog. Today, I am going to discuss procrastination as it relates to retirement planning. Before we get started, I first want to really get a better understanding about...

Monday, February 13, 2017

Welcome back to the Secure Planning Strategies website blog. This week we are going to be discussing the concepts of vision boards and how they can be a great tool in retirement portfolios. I am really excited to be presenting this...

Monday, January 30, 2017

Women have a lot on their plate when it comes to daily living. They juggle the responsibilities for the family and household as well as the strong possibility of having a job. With all of the responsibilities, it is important to...

Monday, January 16, 2017

Do you want to financially be able to buy something or pay for it but you don’t yet have the financial means to obtain your desire? If you can relate to this situation, you might be feeling the financial contrast in your life....

Monday, January 2, 2017

Welcome back to the website blog for Secure Planning Strategies. Recently, we created a short blog article series that discussed the importance of a healthy relationship as it relates to money. For example, the better your relationship...

Monday, December 19, 2016

Welcome back and we are so excited that you have stayed with this series until the very last blog post for the Relationship with Money. Let’s get to it and finish this series! The last big source of influence that will be...

Monday, November 28, 2016

Hello, again. It’s great to see you back here on our Secure Planning Strategies website blog. This week, we are going to discussing the second of several influences we have been introduced to that have shaped our beginning...

Monday, November 7, 2016

Hello, again! Secure Planning Strategies is excited to welcome you back here to the blog. In the past several weeks, this blog has given you the opportunity to learn about your current relationship, as it related to money. We have...

Monday, October 17, 2016

Congrats on making it back here to read the week three blog article about relationships as it related to money. Again, before we move on to this week’s golden nugget, it is important to understand that this series is not about...

Monday, September 26, 2016

Relationship with Money Series (Week Two) Welcome back! Last week we started a series about money and the relationship we all have with it. This week we are going to be talking more about perception, the perception with money as it...

Tuesday, September 6, 2016

Welcome back to our Secure Planning Strategies blog. We are so excited to be presenting this week’s blog in which we are going to be focusing on your relationship with money. There is a lot of information that we want to share...