When Does Rising Government Debt Become a Problem?
What is your retirement withdrawal plan?
COVID Anniversary Letter
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...Read More
Contemplating a Second Career
Are we at the top of this market???
Congress Passes $900 Billion Stimulus Package
Current Market and Economic Perspective
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...Read More
Siblings of Children with Special Needs
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,...Read More
Letter of Intent
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...Read More
Funding Strategies for Special Needs Trusts
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...Read More
Divorcing Parents with a Special Needs Child
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...Read More
Special Needs Families and Coronavirus
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...Read More
Women and Finance
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...Read More
Random Acts of Kindess
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...Read More
Happy New Year!
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...Read More
“Preparing Your Successor Trustee for Their Future Roles” Educational Workshop
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...Read More
What is the Sibling’s Place of a Child with Special Needs?
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...Read More
What is the Right Amount to Fund a Special Needs Trust?
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...Read More
Estate Planning Mistakes – Part IV - Not having your documents reviewed and updated
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...Read More
Estate Planning Mistakes – Part III - Trust Issues
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...Read More
Estate Planning Mistakes – Part II - Property Transfers
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...Read More
Estate Planning Mistakes – Part I - Dying Intestate
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...Read More
Should You Make Estate Planning A Priority?
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...Read More
Do I need to pay tax on money I give as a gift to someone?
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...Read More
What is an In Plan Roth Rollover?
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...Read More
Plan, Plan, Plan!
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...Read More
Ways To Improve Your Credit Profile
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...Read More
Credit Card Debt Considered Bad Debt!
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...Read More
Procrastinating For Retirement
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...Read More
Vision Board For The Long Haul
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...Read More
The Burdens Women Carry
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...Read More
Do You Feel Financial Contrast In Your Life?
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....Read More
How Do You Define Wealth?
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...Read More
Relationship with Money Series (Week Six)
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...Read More
Relationship with Money Series (Week Five)
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...Read More
Relationship with Money Series (Week Four)
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...Read More
Relationship with Money Series (Week Three)
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...Read More
Relationship with Money Series (Week Two)
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...Read More
Relationship with Money Series (Week One)
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...Read More