Jan 10, 2025 | Business Planning, Financial Planning, Tax Planning
Stay Ahead of the Curve: The Essential 2025 “Important Numbers” Guide At Strategic Wealth Design, we understand that financial success is rooted in knowledge and strategic planning. We are excited to present our Annual “Important Numbers” Guide...
Dec 18, 2023 | Business Planning, Financial Planning, Tax Planning, Topics
At Strategic Wealth Design, we understand that financial success is rooted in knowledge and strategic planning. We are pleased to re-introduce our Annual “Important Numbers” Guide for 2024—a two-page resource designed to empower you with...
Jul 19, 2022 | Blogs, Financial Planning, Media Spotlights
How important is the relationship between kids and money? This is a perfect topic for the season since kids are home for summer break. According to the University of Cambridge, money habits in children are formed by the age of 7. During this period, the brain...
Jul 14, 2022 | Blogs, Financial Planning, Market Updates
Are we in a recession? You might be understandably nervous with so much talk about recession and inflation in the headlines. Recessions can feel like a financial whirlwind, and the S&P 500 having its worst first six months since 1970 doesn’t give us much...
Jul 1, 2022 | Blogs, Financial Planning, Physicians/Dentist
Student loans. When you hear that phrase, what’s the first thought that comes to your mind? The student loan crisis in our nation has been constantly and rapidly evolving. These increasingly high rates can cause stress, worry, and frustration for many...
Jun 2, 2022 | Blogs, Financial Planning, Physicians/Dentist, Tax Planning
Most dentists that we work with have grown their practices and incomes over the years, even paying off their debts. Additionally, some have been practicing as independent contractors and want to set up and build their own practices. But most of them have one thing in...
