Strategic Capital

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams, am I right!?

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?

If you need a second look or a mid-year review, we’re here to help. Contact us at (512) 777-5917!

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cultural spending habit across all ages.

These small purchases may bring joy, comfort, and even community, but they can also add up quickly and contribute to unplanned spending.

At the end of the day, it’s all about balance. Contact us today to review where you stand within your budget, financial plan, and retirement goals. (512) 777-5917.

Is the ‘Trinket Trend’ Taking Over Your House (and Your Wallet)? - NerdWallet Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.

The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.

The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan. (512) 777-5917.

https://ow.ly/u6mN50Z4LJa

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:

🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.

Check out the rest of the list here: https://ow.ly/AwLa50Z4LH3

We have added a new advisor to our group! Her name is Isabella Richard and she goes by Bella.

Her path into financial services began at Ameriprise, where she developed a strong foundation in helping individuals navigate complex financial decisions and was drawn to Strategic Capital for its client-first approach and commitment to true product diversification.

Bella specializes in comprehensive financial planning, retirement strategies, and investment guidance and her approach is disciplined and relationship focused, centered around one key question: what matters most to you?

Learn more about Isabella Richard on our website: https://ow.ly/z6Ea50Z4LAj

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us at (512) 777-5917!

Sharing some more behind-the-scenes photos from our big video shoot! Adam D’Acierno was in the studio sharing educational content and breaking down important financial topics we see clients ask about every day.

Remember, if you have any questions about your financial situation, reach out to us anytime! We can put together (or update!) a personalized plan just for you.

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️ (512) 777-5917.

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today at (512) 777-5917!

3 Financial Questions Every Retiree Should Ask Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.