Strategic Estate Planning Services, Inc

12/27/2025

It’s nearing the end of the season of giving, but tax season is also right around the corner!

So let’s talk about a few strategies we look at to help reduce taxes while also giving back to the causes you care about.

Insurance products are offered through the insurance business Strategic Estate Planning Services. Strategic Estate Planning Services is also an Investment Ad...

12/21/2025

Are you ready to stop the silent thief in its tracks? I’m talking about inflation—the hidden force that quietly eats away at your retirement savings and fixed income.

Insurance products are offered through the insurance business Strategic Estate Planning Services. Strategic Estate Planning Services is also an Investment Ad...

12/14/2025

Talking about money can be uncomfortable, but refusing to have those conversations can hurt us in the long run.

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Insurance products are offered through the insurance business Strategic Estate Planning Services. Strategic Estate Planning Services is also an Investment Ad...

12/06/2025

If you’ve ever wondered how to invest during uncertain times, let’s talk about a strategy that’s stood the test of market ups and downs: dollar-cost averaging, or DCA.

Insurance products are offered through the insurance business Strategic Estate Planning Services. Strategic Estate Planning Services is also an Investment Ad...

11/29/2025

Do the holidays have you thinking about retirement?

If you’re feeling behind on your goals and savings for retirement, you’re not alone. A survey by Bankrate found that 57% of Americans polled are finding themselves behind when it comes to their retirement savings.

https://youtu.be/HJGGlVAwc-w?si=Bv_Q8MlQ9eZVeHxN

11/20/2025

You've disciplined yourself to invest, have a 401(k), and watched your funds grow. Now, how do you ensure it lasts?

Schedule a complimentary consultation: http://www.calendly.com/sepsadmin For more info on the services we provide visit our website: http://www.strategicesta...

11/13/2025

When it comes to investing, the goal is to make a profit. But if you don’t pay attention to capital gains, they could eat into your profits and leave you with a surprise at tax time.

Schedule a complimentary consultation: http://www.calendly.com/sepsadmin For more info on the services we provide visit our website: http://www.strategicesta...

11/11/2025

We salute your bravery & Thank you for your service. Happy Veteran's Day!

11/07/2025

The U.S. national debt, now soaring beyond $37 trillion, is a historic high that is capturing everyone’s attention. You're likely asking, What does this mean for my investments?

Schedule a complimentary consultation: http://www.calendly.com/sepsadmin For more info on the services we provide visit our website: http://www.strategicesta...

10/30/2025

Not sure where to begin with your charitable donations? Let's explore some savvy strategies to maximize your giving while enjoying tax benefits.

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Schedule a complimentary consultation: http://www.calendly.com/sepsadmin For more info on the services we provide visit our website: http://www.strategicesta...

10/23/2025

Higher returns come with higher risk. Are your distributed assets hitting their targets? Let’s talk about rebalancing your portfolio.

Schedule a complimentary consultation: http://www.calendly.com/sepsadmin For more info on the services we provide visit our website: http://www.strategicesta...

10/17/2025

How could the Big Beautiful Bill impact retirement? Watch now to find out.

Schedule a complimentary consultation: http://www.calendly.com/sepsadmin For more info on the services we provide visit our website: http://www.strategicesta...