Strategic Retirement Partners

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It’s 529 Day! A great reminder to invest in future opportunities.Saving for education can feel overwhelming, but small s...
05/29/2026

It’s 529 Day! A great reminder to invest in future opportunities.

Saving for education can feel overwhelming, but small steps today can make a meaningful difference tomorrow. A 529 plan is designed to help families prepare for education costs with tax-advantaged savings that can be used for things like tuition, books, and even certain career or technical programs.

Looking to get started or stay on track? Here are a few simple tips:
✔ Start early, even small contributions can add up over time
✔ Make it automatic with recurring monthly deposits
✔ Invite family members to contribute for birthdays or milestones
✔ Review your plan annually to keep it aligned with your goals

529 plans offer flexibility and can support a wide range of education paths, from traditional college to trade schools and beyond.

Today, we pause to honor and remember the brave men and women who gave their lives in service to our country.Wishing you...
05/25/2026

Today, we pause to honor and remember the brave men and women who gave their lives in service to our country.

Wishing you a meaningful Memorial Day.

Did you know 42% of retirees say they retired earlier than planned, while only 5% retired later than expected?Life can b...
05/21/2026

Did you know 42% of retirees say they retired earlier than planned, while only 5% retired later than expected?

Life can bring unexpected changes like health challenges, caregiving responsibilities, or career transitions, but taking small financial steps today can help create more confidence and flexibility for tomorrow.

While these situations can be unpredictable, building strong financial habits today can help create more flexibility for tomorrow. Employees can start by:

• Increasing retirement contributions gradually
• Building an emergency savings fund
• Reviewing long-term financial goals regularly
• Taking advantage of employer retirement and financial wellness resources

Preparing for the unexpected is an important part of long-term financial wellness.

Source: Allianz Center for the Future of Retirement & EBRI 2026 Retirement Confidence Survey

Are you prepared for the future? Our recent webinar explored how long-term care planning can protect your family, your f...
05/19/2026

Are you prepared for the future? Our recent webinar explored how long-term care planning can protect your family, your finances, and your peace of mind. Discover real-life case studies, practical tips, and expert insights that can help you make informed decisions. Watch the recording to learn how to create a plan that fits your life and legacy!

https://vimeo.com/1193386238/be115137da?fl=ip&fe=ec

We’re proud to celebrate Erin Hall, MBA, AIF®, C(k)P®, CPFA, NQPA™ on being named a 2026 PLANADVISER Retirement Plan Adv...
05/15/2026

We’re proud to celebrate Erin Hall, MBA, AIF®, C(k)P®, CPFA, NQPA™ on being named a 2026 PLANADVISER Retirement Plan Adviser of the Year winner in Plan Sponsor Service.

This award recognizes advisers who demonstrate innovation and a deep commitment to serving plan sponsors through effective, thoughtful plan‑level support.

A well‑deserved recognition of Erin’s leadership and impact!

https://lnkd.in/gRZ8M9DB

Avoiding financial mistakes can be just as important as making smart financial moves. Here are 5 common pitfalls, and wh...
05/12/2026

Avoiding financial mistakes can be just as important as making smart financial moves. Here are 5 common pitfalls, and what to do instead:

Don’t invest on impulse → Build a strategy based on your long-term goals.

Don’t save without a plan → Create a financial roadmap that works for you.

Don’t put saving last → Pay yourself first with automatic contributions.

Don’t wait to start investing → Give your money more time to grow through compounding.

Don’t leave retirement match dollars behind → Take full advantage of employer-sponsored benefits whenever possible.

Small, consistent decisions can create meaningful financial progress over time. The best time to build better habits is today.

Graduation season is exciting but it also marks the start of real financial decisions.For new grads, building good habit...
05/07/2026

Graduation season is exciting but it also marks the start of real financial decisions.

For new grads, building good habits early can make a major difference over time:
• Start saving, even if it’s small
• Contribute to your retirement plan if offered
• Build credit responsibly
• Create a budget that works for your lifestyle

The best financial plan is the one you start early. Congratulations to the Class of 2026 and to what’s ahead!

Long-term care planning is an essential, but often overlooked, part of a comprehensive retirement strategy. Join SRP in ...
05/04/2026

Long-term care planning is an essential, but often overlooked, part of a comprehensive retirement strategy. Join SRP in partnership with Ash Brokerage for a clear, practical conversation that cuts through the complexity and helps you understand how extended healthcare needs can impact your assets, income, and family. Walk away with the knowledge you need to make informed, confident decisions.

Register here: https://assets-usa.mkt.dynamics.com/57208e08-f156-4d10-b3a5-cedc4c435fe6/digitalassets/standaloneforms/ee82ffb9-0b40-f111-88b5-000d3a1fa2f3?readableEventId=Insurance_Made_Simple_Your_Guide_to_Long-Term_Care3091041643&utm_source=Dynamics%20365%20Customer%20Insights%20-%20Journeys&utm_medium=email&utm_term=N%2FA&utm_campaign=&utm_content=2026%202Q%20Participant%20Webinar%20Invite =2722f714-7769-4457-956e-24922e7a0100&msdynmkt_prefill=mktprf876c1ecd87f3453caedab0ff9b836a65eoprf

An HSA isn’t just for today’s medical expenses, it can be a powerful way to save for retirement too.With pretax contribu...
04/24/2026

An HSA isn’t just for today’s medical expenses, it can be a powerful way to save for retirement too.

With pretax contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses, it offers triple tax advantages. Plus, you can invest your HSA funds for long-term growth, and any unused balance rolls over year after year.

Starting at age 65, you can even use the money for non-medical expenses without a penalty (just pay regular income tax, like a 401(k).

For 2026, contribution limits are:
• $4,400 for individual coverage
• $8,750 for family coverage

If your employer offers an HSA match, consider contributing enough to take full advantage.

Retirement flips the script. Instead of earning a paycheck, you’re creating one from your savings.A “retirement paycheck...
04/22/2026

Retirement flips the script. Instead of earning a paycheck, you’re creating one from your savings.

A “retirement paycheck” means turning what you’ve saved into reliable monthly income. It’s not just about how much you have, it’s about making it last.

Most people rely on a mix of Social Security and personal savings, but the key is knowing how much you can spend while still planning for the future.

Creating steady, predictable income can reduce stress and make retirement feel more secure.

It’s not guesswork. It’s a plan.

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Chicago, IL

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+18667774015

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