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At Strandlife, we’ve curated a customized financial plan based on you, your values, and your beliefs about money that reflects your own unique goals and priorities.
We also offer complimentary downloads of some of our top financial insights to help you secure more by planning and safeguarding for the future.
Social Security Guide
Optimizing Social Security In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
Legacy and Estate Planning
Understanding The Basics
Estate planning is an important part of retirement planning for many reasons. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
Tax Planning Guide
Work To Reduce Your Taxes In This Year And The Future
After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.
