Resource Library

Resource LibraryStrategence Capital2025-05-14T15:13:22-04:00

• 2024 SOC1 report

• Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

• Hypothetical Paystub
• What Issues Should I Consider If My Spouse Passed Away?
• What Issues Should I Consider If My Parent Passed Away?
• Sign Up for our Newsletter
• 2025 Important Numbers
• Should I consider doing a Roth conversion? – Calculator
• Should I consider doing a Roth conversion? – Flowchart
• What Issues Should I Consider When Reviewing My RMD?
• What Issues Should I Consider When Getting Married?
• What Issues Should I Consider at the Start of the Year?

• What Important Issues Should I Consider Regarding Changes Made by the SECURE Act 2.0?

• Should I Rollover My 401(k)?

• What Issues Should I Consider When Reviewing My Health and Life Insurance Policies?
• What Issues Do I Need to Consider as My Child Becomes Independent?
• What Issues Should I Consider With My Social Security Retirement Benefits?
• Financial Legacy Letter
• What Documents Do I Need To Collect For Filing My 2024 Tax Return?