Strategic Capital

05/29/2026

Sharing some more behind-the-scenes photos from our big video shoot! Adam D’Acierno was in the studio sharing educational content and breaking down important financial topics we see clients ask about every day.

Remember, if you have any questions about your financial situation, reach out to us anytime! We can put together (or update!) a personalized plan just for you.

05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️ (512) 777-5917.

05/26/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today at (512) 777-5917!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

05/25/2026

Today is Memorial Day! Remembering all who have made the ultimate sacrifice.

05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:
• Home maintenance & repairs
• Travel & rising transportation costs
• Taxes (including RMD surprises)
• Health & wellness expenses
• Graduations, weddings & gifts
• Pet care costs

These “spring surprises” can add up quickly, so knowing what to expect can help reduce your stress and financial shock. Let’s review your strategy and make the necessary changes you see fit. (512) 777-5917.

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

05/18/2026

Social Security won’t be reduced, benefits are tax-free, claiming early gets you more money, your ex can’t claim on your work record, and participation is voluntary… these are some of the biggest myths many Americans still believe. Misunderstanding these rules can have a major impact on your retirement income, so let’s make sure your plan is built on facts. Contact us today to review your plan and see what’s the right fit for you. (512) 777-5917.

Ignorance can be costly.

05/13/2026

Are you on track for retirement? Many people haven’t checked their progress recently, but understanding your goals, estimating your future income needs, and using tools like retirement calculators can help you see where you stand. If you’re unsure, contact us today to walk through your strategy and make sure you’re moving toward your retirement dreams. (512) 777-5917.

A NerdWallet survey finds that few Americans have checked in on their retirement savings progress.

05/11/2026

The whole gang made it out to the studio together! We filmed a new video sharing more about who we are, what we do, and why we got into the financial services industry. And here’s a hint, it’s because of people like YOU!

We are a strategic financial partner that can help you grow and protect your wealth! Look for the full video and contact us with any questions.

05/10/2026

Happy Mother’s Day to all the amazing moms, stepmoms, grandmothers, and mother figures!

05/07/2026

Our team recently took a trip to Scottsdale, Arizona to visit one of our valued business partners and spent time in their video studio.🎥

While there, Bobby Russel was interviewed on important topics like 401(k) rollovers and retirement savings, diving into some insights to help you plan for your future.

Stay tuned for our upcoming video releases and contact us if you’d like to review your current strategy!

05/06/2026

May is Family Wellness Month, and taking care of your family goes beyond just physical health. Good financial wellness plays a big role in helping reduce stress, create lasting stability, and build the future you want for the ones you love.

Take time this month to check in on your financial plan and make sure you’re still on the right track. Contact us for help at (512) 777-5917!