Kate Strom

Kate Strom www.finra.org
www.sipc.org
brokercheck.finra.org/Individual/Summary/4652449 Please see katestrom.net for full disclosures.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
09/02/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
08/26/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
08/19/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/12/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
08/05/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Learn the ins and outs of 529 plans before you or your student heads to college.
07/29/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
07/22/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Are you considering a FIRE retirement? Learn the basics here.
07/15/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
07/08/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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Pikesville, MD
21208

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