Stride Financial

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Stride Financial STRIDE Financial is a full service financial services brokerage headquartered in Chicago, IL.

STRIDE Financial is a full-service financial brokerage firm specializing in comprehensive, holistic financial planning. We offer a complete line of financial products and services for individuals, families and businesses, with a special emphasis in:

- Retirement Planning - including budgeting; Social Security maximization strategies; and estate planning

- Investment Advisory Services - with portfolio design, and the ability to trade in all types of securities

- Life Insurance & Annuities - as independent agents we can select from dozens of carriers, and find the best product for our clients

- Disability & Long-Term Care Insurance - including hybrid long-term care policies that allow you to recoup all of your premiums

- Small Business Consulting - including employee benefits; and succession planning

This social media channel is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this channel may include investment-related information or opinions from users, you should not consider anything you find in the channel to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This website does not intend to provide investment, tax, or legal advice. Additionally, Stride Financial does not represent that the securities, products or services discussed in this website are suitable or appropriate for all investors.

Are you prepared for Required Minimum Distributions (RMDs)?When do you have to start taking withdrawals? How much will y...
10/19/2026

Are you prepared for Required Minimum Distributions (RMDs)?

When do you have to start taking withdrawals? How much will you need to take? And what about the taxes?

The answer isn't necessarily the same for everyone. Your age, retirement account balances, other sources of income, and overall financial picture can all play a role.

The bigger question: How do RMDs fit into your overall retirement income strategy?

Learn more by watching our FREE On-Demand RMD Webinar!

Required Minimum Distributions | STRIDE Financial Public Education Series presented by Sam McElroy, PsyD. Copyright 2026. All rights reserved.

🏡 Is Your Estate Plan in Order?You've worked hard to build your financial future. But have you taken the necessary steps...
10/12/2026

🏡 Is Your Estate Plan in Order?

You've worked hard to build your financial future. But have you taken the necessary steps to protect it—and the people you love? 🤔

Estate Planning is about more than just having a Will. It's about protecting your assets, potentially avoiding probate, ensuring your wishes are honored, and making things easier for
your loved ones when it matters most. ❤️

The bigger question: Do you have the right plan in place to protect your legacy? 📋

At STRIDE Financial, we're here to help!
📞 Schedule a FREE 15-minute consultation to learn more about your Estate Planning options.

👇 Get started today!

Estate Planning Services to help you with Wills, Trusts and Attorneys. Located in Chicago, IL Contact us today.

📈 A Rate Surge, a Market Divide—and What’s on the Q4 HorizonSeptember brought rising interest rates, mixed market perfor...
10/07/2026

📈 A Rate Surge, a Market Divide—and What’s on the Q4 Horizon

September brought rising interest rates, mixed market performance, and a widening divide across asset classes. So, what could it all mean as we head into the final quarter of the year?

Our latest Market Commentary puts the recent moves into perspective—and highlights what we’ll be watching next. 👀

👇 Click below to read the full commentary.
https://stridefinancialadvisors.wordpress.com/2026/10/06/rate-surge-market-divide-whats-next/

⏰ When should you claim Social Security?Age 62? Full retirement age? Wait until 70? 🤔The answer isn’t necessarily the sa...
10/05/2026

⏰ When should you claim Social Security?
Age 62? Full retirement age? Wait until 70? 🤔

The answer isn’t necessarily the same for everyone. Your health, longevity, other sources of retirement income, work plans, and overall financial picture can all play a role.

The bigger question: How does Social Security fit into your overall retirement income strategy? 📊

Worth a quick read! 👇

Source: Yahoo Finance — “When should you claim Social Security?”
https://finance.yahoo.com/personal-finance/investing/article/when-should-you-claim-social-secur
ity-145945628.html

🧥 Our 5th Annual Coat Drive is underway! ❄️Help us collect gently used coats and winter gear for ages 11+ to benefit Mer...
10/01/2026

🧥 Our 5th Annual Coat Drive is underway! ❄️

Help us collect gently used coats and winter gear for ages 11+ to benefit Mercy Home for Boys & Girls. ❤️

📍 Drop off at STRIDE Financial
1925 N. Clybourn Ave., Suite 301
Chicago
🕘 Monday–Friday, 9am–5pm

Thank you for helping us share the warmth this winter!

📚📈 Back for Year 5!We’re excited to once again bring STRIDE Financial’s Stock Market Program to the 8th-grade students a...
09/25/2026

📚📈 Back for Year 5!

We’re excited to once again bring STRIDE Financial’s Stock Market Program to the 8th-grade students at St. Gall, here in Chicago. From saving and budgeting to investing and managing a class portfolio, students are building real-world financial skills for the future. 💰🎓

Here’s to another great year of learning! 🙌

🍂 Fall Markets: Rising Rates, Resilient Stocks & What’s Ahead📈 Monthly Market Commentary is here!Interest rates climbed ...
09/14/2026

🍂 Fall Markets: Rising Rates, Resilient Stocks & What’s Ahead

📈 Monthly Market Commentary is here!

Interest rates climbed again in August while Wall Street rebounded, with investors keeping a close eye on the Federal Reserve. Meanwhile, inflation, economic growth, valuations, and the strength of the broader market remain key areas to watch.

As we head into the final quarter of the year, uncertainty is still part of the landscape—but that doesn’t necessarily mean your strategy needs to change. Staying focused on your goals, maintaining appropriate diversification, and keeping a long-term perspective remain as important as ever. 🍂

Read our latest commentary from Sam McElroy, PsyD, CEO of STRIDE Financial, for our thoughts on what’s ahead and what it could mean for investors.

🔗 Read the full commentary: https://stridefinancialadvisors.wordpress.com/2026/09/10/interest-rates-rise-again-as-wall-street-rebounds-with-eyes-on-the-fed/

Here’s to a great start to the fall! 🎃☕📊

🎒📚 Back-to-school season is here!As the kids head back to class, it’s a great time to think about another important less...
09/08/2026

🎒📚 Back-to-school season is here!

As the kids head back to class, it’s a great time to think about another important lesson: balancing college savings with your own retirement future. 🎓💰

Because taking care of your future is one of the best gifts you can give your kids. ❤

Read more from Yahoo Finance:
https://finance.yahoo.com/video/retirement-vs-college-savings-balance-211142693.html

Yahoo Finance Senior Columnist Kerry Hannon explains why it's crucial for parents not to pull back on their retirement savings for the sake of their children's college tuition.

✨ Labor Day Holiday Closure ✨Our offices will be closed Monday, September 7, in observance of Labor Day. ️❤️We’ll be bac...
09/04/2026

✨ Labor Day Holiday Closure ✨

Our offices will be closed Monday, September 7, in observance of Labor Day. ️❤️

We’ll be back and ready to assist you on Tuesday, September 8 at 9:00 AM CST. ⏰

Wishing you and your loved ones a safe, relaxing, and enjoyable holiday weekend!
☀️🎉

Earlier today, members of our team volunteered with the Greater Chicago Food Depository, helping re-pack food for our ne...
08/26/2026

Earlier today, members of our team volunteered with the Greater Chicago Food Depository, helping re-pack food for our neighbors in need.

Together with volunteers from other companies, we re-packed 20,789 pounds of food—enough to provide 17,324 meals to individuals and families across our community.

We're proud to support efforts that help fight hunger and strengthen our community.

Address

1925 N Clybourn Avenue, Ste 301
Chicago, IL
60614

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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