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Congratulations to Chris Janowski, Director, IT Development, on being named a recipient of the PLANADVISER 2026 Excellen...
09/24/2026

Congratulations to Chris Janowski, Director, IT Development, on being named a recipient of the PLANADVISER 2026 Excellence in Operations Award. Chris's dedication to enhancing SRP's technology and operational capabilities helps strengthen the infrastructure that supports our advisors, clients, and teams every day.

This recognition reflects Chris's commitment to innovation, efficiency, and continuous improvement, all of which play an important role in helping SRP deliver an exceptional advisor and client experience.

Please join us in congratulating Chris on this well-deserved achievement!

We're thrilled to announce that a record number of 30 incredible women from our SRP team have been nominated for the 202...
09/17/2026

We're thrilled to announce that a record number of 30 incredible women from our SRP team have been nominated for the 2026 NAPA Top Women of Excellence award!

This prestigious recognition highlights their dedication, leadership, and impact in our industry. A huge congratulations to these amazing women and all the other nominees!

Show your support here: https://www.research.net/r/TopWomenVoting

On this Patriot Day, we take the time to honor and remember the lives lost, the survivors, and the heroes of our nation.
09/11/2026

On this Patriot Day, we take the time to honor and remember the lives lost, the survivors, and the heroes of our nation.

Happy National 401(k) Day!Here's your reminder: It's never too little, and it's never too late.Whether you're contributi...
09/10/2026

Happy National 401(k) Day!

Here's your reminder: It's never too little, and it's never too late.

Whether you're contributing 1%, increasing your savings, or just getting started, every step toward retirement readiness matters. The important thing is to start where you are and keep moving forward.

In our latest article, Never Too Little, Never Too Late: Your 401(k) Guide for Every Decade, we explore simple actions you can take in your 20s, 30s, 40s, 50s, and beyond to strengthen your financial future. No matter your age or where you are on your retirement journey, there's always an opportunity to make progress.

Take a few minutes today to review your contribution rate, check your beneficiaries, or make one small improvement to your retirement plan.

A little today can grow into a lot tomorrow.

Read the full article: https://srpretire.com/never-too-little-never-too-late-your-401k-guide-for-every-decade/

Happy Labor Day!Today, we celebrate the dedication, hard work, and contributions of workers everywhere.Wishing you a hap...
09/07/2026

Happy Labor Day!

Today, we celebrate the dedication, hard work, and contributions of workers everywhere.

Wishing you a happy Labor Day filled with time to relax, recharge, and enjoy the day with the people who matter most.

The Million Dollar Question: How Much Do You Really Need to Retire?Americans say they expect to have an average of more ...
09/04/2026

The Million Dollar Question: How Much Do You Really Need to Retire?

Americans say they expect to have an average of more than $1.4 million saved for retirement. But here’s the thing: $1 million or even $1.4 million isn’t necessarily the magic number.

What matters most is whether your savings, along with Social Security and other income sources, can support the lifestyle you want in retirement.

A common rule of thumb is to aim to replace 70% to 80% of your pre retirement income. The difference between what you’ll need and what your retirement income is projected to provide is your retirement income gap.

For example, if you’ll need $5,000 a month but your projected income is $4,000, that’s a $1,000 monthly gap.

The good news? Finding that gap early gives you time to make adjustments, whether that means saving more, working a little longer, or revisiting your retirement spending plans.

The right retirement number is different for everyone.

Source: Fidelity Investments

How much investment risk are you comfortable taking?No two investors are exactly alike. Your age, financial goals, retir...
08/27/2026

How much investment risk are you comfortable taking?

No two investors are exactly alike. Your age, financial goals, retirement timeline, and personal comfort with market fluctuations all play a role in determining your risk tolerance.

Understanding your risk tolerance can help you build an investment strategy that feels right for you and supports your long-term goals.

Remember: Investing isn't about finding the "best" portfolio. It's about finding the portfolio that's best for you.

We're honored to be named to the 2026 Inc. Magazine 5000 list for the second consecutive year, ranking #913 among Ameri...
08/13/2026

We're honored to be named to the 2026 Inc. Magazine 5000 list for the second consecutive year, ranking #913 among America's fastest-growing private companies!

This recognition reflects the passion of our team, the confidence our clients place in us, and our ongoing commitment to delivering retirement plan and wealth management solutions across the country.

Thank you to everyone who has been part of our continued growth and success!

https://lnkd.in/gQKipymY

Healthcare is an important part of retirement planning, but it's often overlooked.Even with Medicare, healthcare costs c...
08/04/2026

Healthcare is an important part of retirement planning, but it's often overlooked.

Even with Medicare, healthcare costs can add up over time. Fidelity Investments estimates that the average 65-year-old retiring in 2026 could spend $185,500 on healthcare throughout retirement.

A few ways to prepare:
• Contribute to an HSA if you're eligible.
• Include healthcare costs in your retirement savings goal.
• Review your retirement plan regularly as your needs change.

Planning ahead today can help you feel more confident about tomorrow.

Join Strategic Retirement Partners in partnership with BlackRock for an educational webinar focused on Social Security a...
07/30/2026

Join Strategic Retirement Partners in partnership with BlackRock for an educational webinar focused on Social Security and retirement planning considerations. This informative session will provide valuable insights, industry perspectives, and practical information to help you better understand topics that may impact your retirement journey.

Register here: https://assets-usa.mkt.dynamics.com/57208e08-f156-4d10-b3a5-cedc4c435fe6/digitalassets/standaloneforms/0aee24f5-f785-f111-ab0f-6045bdf087bc?readableEventId=Unlocking_Social_Security_Expert_Insights3641204118

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Chicago, IL

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+18667774015

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