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SRQ Wealth Management
SRQ Wealth Management
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  • 1 Out of 1 Optometrists Agree
    So I went to the eye doctor a couple of weeks ago for my annual eye exam. Now that I’m in my mid-forties, I can sense that my vision isn’t what it used to be. The doctor tells me that soon I’ll need reading glasses. I guess that is when my arms won’t be quite […]
SRQ Wealth Management
SRQ Wealth Management
Blog Article

New blog articles detected.

  • What’s the “Trump Trade?”
    Love him or hate him, President Donald Trump will be different from any President we’ve had in our recent – or complete – history. While our country is still relatively young on the world stage, in several hundred years of leaders we have known, few, if any, have felt this different from all of those […]
  • SRQ Wealth Welcomes Tom Tollette to its Wealth Advisory Team
    SRQ Wealth is proud to announce that Tom Tollette has joined the practice as its new Senior Relationship Manager. Tom comes to the firm with over 50 years of experience in the investment advisory and financial services industry, with 35 of those years spent with Robert W. Baird & Company in senior management roles in Wisconsin, […]
  • 2017: Gauging Market Milestones
    Happy New Year! For those of you who enjoy reading economic predictions about the coming year, we thought we would share with you the latest commentary offered by LPL Financial’s Research Department: “Heading into the New Year, we are mindful of market milestones that have come together to influence the investment landscape: a new president […]
  • Setting Goals – Financial or Otherwise – for the New Year
    With the New Year upon us, it’s time for many to set their New Year’s resolutions – a tradition that actually dates back to 153 B.C. While the tradition of making resolutions has a long history, the track record for breaking them is probably just as long! When it comes to setting financial goals, this can […]
  • New Year’s Trivia: Do YOU Know The Words To Auld Lang Syne?
    On New Year’s Eve, have you ever wondered why people would sing the song, “Auld Lang Syne,” and more importantly, what it actually meant? We’ve all likely seen it sung in movies, at graduations and during New Year’s Eve celebrations. But when you ask others what it’s all was about, or where it came from, […]
  • Where Is All The World’s Wealth?
      According to a 2016 Global Wealth Report by Credit Suisse Research Institute, all of the people on the Earth combined are worth about $256 trillion. That represents an increase of 1.4% over last year. Creation of new wealth has merely kept pace with population growth. As a result, the study concludes, in 2016, wealth […]
  • Seven Social Security Myths and Misconceptions, Part II
      Previously in Part I, we highlighted four of the most common myths & misconceptions about collecting Social Security. First, we debunked Myths #1 & #2 – “Social Security won’t be around when you need it,” and “Social Security is all you’ll need.” Next we looked at the misconceptions around Myths #3 & #4 – […]
  • Seven Social Security Myths and Misconceptions, Part I
    When it comes to planning for Social Security income in retirement, the most common questions we are asked include: What is the best age to file for benefits? Are there benefits to waiting until full retirement age or age 70? Should I claim on my spouse’s record first? How can you maximize your overall benefits? […]
  • How to Help Older Relatives With Their Long-Term Care Wishes
    Helping an older relative or a parent plan for long-term care and other end-of-life issues is best done when the elders are healthy. Once stricken, older relatives may be unable to understand questions or express their wishes in proper detail. If there is no plan, family members grasp at responsibilities – or shirk them – […]
  • Think Your Income Is Too High For A Roth IRA? Think Again. Roth IRAs Through The “Back Door…”
    Roth IRAs have been around for quite some time now, and most of us understand the real advantages of having one over a traditional IRA: •  Contributions are not tax-deductible, but •  Earnings can be withdrawn income-tax-free if you’re at least 59½ and have had the Roth at least five years, AND •  No required […]
SRQ Wealth Management
SRQ Wealth Management
Blog Article

New blog articles detected.

  • 9/11 – Fifteen Years Later
    Recently, I had the deep privilege and opportunity to attend the 9/11 Memorial Ceremony at Ground Zero in New York City. What an incredible experience. The terrorist attacks of 9/11 happened fifteen years ago. I was twelve years old, but I’ll never forget where I was, what I was doing, and the faces of those […]
SRQ Wealth Management
SRQ Wealth Management
Blog Article

New blog articles detected.

  • How to Avoid Big Mistakes with Inherited IRAs
    When Individual Retirement Accounts (IRAs) are inherited – especially by a non-spouse – care must be taken to handle them properly. Inherited IRAs can be a great supplement to an heir’s own retirement plan, but if IRS rules aren’t followed closely, beneficiaries could encounter unnecessary income taxes and penalties. Here’s how to avoid the biggest […]
SRQ Wealth Management
SRQ Wealth Management
Blog Article

New blog articles detected.

  • Now Hiring: POTUS
    With the upcoming election just around the corner I found the following article quite appropriate. Dr. Thomas Becker, a professor teaching the post-grad Strategic Human Resources class at the University of South Florida (Sarasota-Manatee) had his students engage in an exercise to come up with a job description for President of the United States. The […]
SRQ Wealth Management
SRQ Wealth Management
Blog Article

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