Resource Library

Resource LibraryStrategence Capital2024-12-02T14:23:51-05:00

• 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?

• 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
• We’re Hiring!
• As a Retiree What Issues Should I Consider When Reviewing My 2023 Tax Return?
• As Someone Who Is Working What Issues Should I Consider When Reviewing My 2023 Tax Return?