Avoiding Probrate

People often say “you can’t take it with you,” especially when talking about the wealth you accumulate during your life. They are absolutely right. Today, I want to talk about legacy planning. When we at “Strategic Wealth” discuss legacy planning with clients, we make sure to discuss the entirety of what you are leaving behind. […]

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Retirement Underdog

Everyone enjoys a good underdog story. James Harrison was told he was too small, too slow, and didn’t have what it took to make it in the NFL. Harrison retired as the All-Time Sack Leader in Pittsburgh Steeler’s History. Is your retirement at a crossroads? Do you feel that you retirement is over even before […]

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