Strategic CPA Investment & Wealth Management

03/19/2025

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

03/17/2025

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

03/14/2025

Currency has been around for a long time. Here's a quick lesson.

Currency has been around for a long time. Here's a quick history lesson.

03/12/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

03/10/2025

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

03/07/2025

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds.

03/07/2025

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

03/05/2025

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

03/03/2025

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

02/28/2025

The you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

02/27/2025

Here's a stunning fact: Over 29 million forgotten retirement accounts hold nearly 1.65 trillion dollars in the U.S.

With frequent job changes, it’s easy for retirement accounts to get lost. Left unattended, they can even be turned over to the state as unclaimed property.

Here’s how to find them:
1️⃣ Check with past employers. HR or plan administrators can provide account details.
2️⃣ Search online tools like the National Registry of Unclaimed Retirement Benefits or MissingMoney.com.
3️⃣ Use state or federal resources to track unclaimed funds.

👍 Good news: The SECURE Act 2.0 has directed the Department of Labor to create a comprehensive, searchable database to make locating lost retirement accounts easier than ever. This tool is expected soon.

If you or anyone you know has questions about potential missing retirement accounts, please don’t hesitate to contact us.

02/26/2025

How can you help your family feel confident about the future? Talk to them. Discuss your financial values and plans.

Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.