Strategic Financial Services

Strategic Financial Services is a Corpus Christi based financial services company. We are committed to serving our clients and our community with innovative safe money strategies.

We specialize our work with seniors on income and retirement planning.

Operating as usual

Are You Being Too Frugal in Retirement? | Kiplinger 05/04/2022

Are You Being Too Frugal in Retirement? | Kiplinger

You might be surprised how common it is to be so afraid to spend that you don’t fully enjoy your retirement. But there are things you can do about that. Here are four tips if your fears are holding you back.

https://bit.ly/3lrnrSh

Are You Being Too Frugal in Retirement? | Kiplinger You might be surprised how common it is to be so afraid to spend that you don’t fully enjoy your retirement. But there are things you can do about that. Here are four tips if your fears are holding you back.

6 Investment Tips That Can Reduce Worry in Retirement | Kiplinger 05/02/2022

6 Investment Tips That Can Reduce Worry in Retirement | Kiplinger

To do all the things you’ve dreamed of in retirement and not stress that your money will run out, you need to make the most of what you have with a smart, integrated investment, income and tax plan.

https://bit.ly/37jB6Ic

6 Investment Tips That Can Reduce Worry in Retirement | Kiplinger To do all the things you’ve dreamed of in retirement and not stress that your money will run out, you need to make the most of what you have with a smart, integrated investment, income and tax plan.

How to Protect Your Estate: A Pandemic-Inspired Checklist | Kiplinger 04/29/2022

How to Protect Your Estate: A Pandemic-Inspired Checklist | Kiplinger

The pandemic has proven that preparation is critical, so if you’re read to get your legacy planning in order, here’s where to start.

https://bit.ly/3pHsOA3

How to Protect Your Estate: A Pandemic-Inspired Checklist | Kiplinger The pandemic has proved that preparation is critical, so if you’re ready to get your estate in order, here’s where to start.

Understanding The 4% Distribution Rule For Retirement 04/27/2022

Understanding The 4% Distribution Rule For Retirement

What exactly is the 4% distribution rule for retirement?

https://bit.ly/3CHJb4W

Understanding The 4% Distribution Rule For Retirement Over 27 years after William P. Bengen published what he referred to as the SAFEMAX rate in the October 1994 issue of the Journal of Financial Planning, the four percent rule still stands as one of the most widely used rules of thumb in retirement planning.

Are You Financially Ready To Retire? 04/25/2022

Are You Financially Ready To Retire?

While retirement readiness has many non-financial components to it, here’s how you can know if you’re financially ready to retire:

https://bit.ly/3IhdGA0

Are You Financially Ready To Retire? While retirement readiness has many non-financial components to it, here's how you can know if you're financially ready to retire:

10 New Stats on 401(k)s, IRAs: Fidelity | ThinkAdvisor 04/22/2022

10 New Stats on 401(k)s, IRAs: Fidelity | ThinkAdvisor

According to a Fidelity Investments analysis of 35 million IRA, 401(k) and 403(b) retirement accounts, retirement savings are looking healthy despite the so-called “Great Resignation.”

https://bit.ly/3CULCBr

10 New Stats on 401(k)s, IRAs: Fidelity | ThinkAdvisor The giant custodian analyzed 35 million retirement accounts and found some positive trends.

3 Easy Ways to Start Saving for Your Retirement in 2022 04/20/2022

3 Easy Ways to Start Saving for Your Retirement in 2022

Retirement isn’t going to pay for itself. Here are three easy ways to get started on saving for your retirement.

https://bit.ly/3i8putq

3 Easy Ways to Start Saving for Your Retirement in 2022 It's not as cumbersome as you might think.

Timeline photos 04/18/2022

Don’t forget, today is National Tax Day!

Timeline photos 04/17/2022

Happy Easter!

Inflation Is Making Older Americans Scared They'll Run out of Money in Retirement 04/15/2022

Inflation Is Making Older Americans Scared They'll Run out of Money in Retirement

Current sky-high inflation rates have older Americans afraid their money won’t last as long as their retirement. Here’s how to inflation-proof your retirement:

https://bit.ly/3KyQbDY

Inflation Is Making Older Americans Scared They'll Run out of Money in Retirement Rising prices can be scary — especially if you're no longer working.

Timeline photos 04/13/2022

The journey to retirement is full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Give us a call at (361) 992-1320 to begin the discussion about building a map to retirement today.

Employers Are Boosting 401(k) Benefits to Compete for Workers Amid the Great Resignation 04/13/2022

Employers Are Boosting 401(k) Benefits to Compete for Workers Amid the Great Resignation

The best work perk in 2022 might be your 401(k) plan – a classic job benefit that’s getting even better than usual for many employees.

https://bit.ly/3KBz7hB

Employers Are Boosting 401(k) Benefits to Compete for Workers Amid the Great Resignation Many companies are increasing their contribution rates to employee retirement accounts.

Create Your Own ‘Retirement Symphony’ | Kiplinger 04/11/2022

Create Your Own ‘Retirement Symphony’ | Kiplinger

A successful retirement plan surprisingly has quite a bit in common with a symphony orchestra. Get your own plan in harmony with these three tips.

https://bit.ly/3IeNAxk

Create Your Own ‘Retirement Symphony’ | Kiplinger A successful retirement plan surprisingly has quite a bit in common with a symphony orchestra. Get your own plan in harmony with these three tips.

12 States That Tax Social Security Benefits | Kiplinger 04/08/2022

12 States That Tax Social Security Benefits | Kiplinger

You may have dreamed of a tax-free retirement, but if you live in one of these states, your Social Security benefits may be subject to state taxes.

https://bit.ly/3CI3xeh

12 States That Tax Social Security Benefits | Kiplinger You may have dreamed of a tax-free retirement, but if you live in one of these states, your Social Security benefits may be subject to state taxes.

Retirees, Here's What to Consider When Buying an Annuity | Kiplinger 04/06/2022

Retirees, Here's What to Consider When Buying an Annuity | Kiplinger

Annuities are sometimes touted as a solution for retirees concerned about outliving their savings. But these products can be complicated. Are they right for you?

https://bit.ly/37vpkdN

Retirees, Here's What to Consider When Buying an Annuity | Kiplinger Annuities are sometimes touted as a solution for retirees concerned about outliving their savings. But these products can be complicated.

Investments or You: Which Does Your Adviser Focus On? | Kiplinger 04/04/2022

Investments or You: Which Does Your Adviser Focus On? | Kiplinger

Every investor wants to see their money grow – it’s a given. So, if growth is already the assumption when it comes to saving and investing, what describes the goal you have for your money?

https://bit.ly/3JDEf35

Investments or You: Which Does Your Adviser Focus On? | Kiplinger If you said investments, you may not be getting the best advice. Unfortunately, it’s a common problem. Your adviser needs to dig deeper, and you need to know the right questions to ask.

Timeline photos 04/01/2022

It’s National One Cent Day. Today’s one-cent coin is made of copper and zinc and has had an image of Abraham Lincoln on it since 1909.

What Retirees Will Pay for Medicare in 2022 | Kiplinger 03/30/2022

What Retirees Will Pay for Medicare in 2022 | Kiplinger

Seniors may pay more for Parts B and D this year, though Medicare Advantage plans could be slightly cheaper.

https://bit.ly/3vbMEqB

What Retirees Will Pay for Medicare in 2022 | Kiplinger Seniors will pay more for Parts B and D this year, though Medicare Advantage plans should be slightly cheaper.

6 New Year’s Resolutions for Your Wealth Plan | Kiplinger 03/28/2022

6 New Year’s Resolutions for Your Wealth Plan | Kiplinger

It could be an ideal time to make sure your wealth plan is in order and ready to withstand whatever may come this year and beyond.

https://bit.ly/3BMQ6ti

6 New Year’s Resolutions for Your Wealth Plan | Kiplinger Everyone could benefit from checking these six items off their to-do list this year.

14 IRS Audit Red Flags for Retirees | Kiplinger 03/25/2022

14 IRS Audit Red Flags for Retirees | Kiplinger

Retirees should check out these 14 red flags that could increase the chances that the IRS gives your tax return a closer look.

https://bit.ly/3hbmyfa

14 IRS Audit Red Flags for Retirees | Kiplinger Seniors beware: Your actions can increase the chances of the IRS giving your tax return a closer look.

The 4 Phases of Retirement | Kiplinger 03/23/2022

The 4 Phases of Retirement | Kiplinger

Retirement means more than no longer working 9 to 5. There are four phases of retirement, and you should be prepared for each one.

https://bit.ly/3vbC1nV

The 4 Phases of Retirement | Kiplinger Retirement means more than no longer working 9 to 5. There are four phases of retirement, and you should be prepared for each one.

Virtual Reality Turns Games Into Treatments | Kiplinger 03/21/2022

Virtual Reality Turns Games Into Treatments | Kiplinger

Seniors are utilizing virtual reality programs to boost physical therapy, fight acute and chronic pain and address mental health concerns.

https://bit.ly/3IhhPo6

Virtual Reality Turns Games Into Treatments | Kiplinger Seniors are utilizing virtual reality programs to boost physical therapy, fight acute and chronic pain and address mental health concerns.

Timeline photos 03/20/2022

Today is the first day of Spring! What are your favorite things to do this time of the year?

13 Money-Saving Travel Tips for Retirees | Kiplinger 03/18/2022

13 Money-Saving Travel Tips for Retirees | Kiplinger

Globetrotting in your golden years doesn’t have to cost a fortune. Here are some ways to cut down on your travel expenses.

https://bit.ly/3Hr4VDQ

13 Money-Saving Travel Tips for Retirees | Kiplinger Globetrotting in your golden years doesn't have to cost a fortune. Here are some ways to cut down on your travel expenses.

Timeline photos 03/17/2022

Happy St. Patrick’s Day! Don’t forget to wear green!

Your Vacation Home Needs an Estate Plan! | Kiplinger 03/16/2022

Your Vacation Home Needs an Estate Plan! | Kiplinger

There are several ways to pass on a vacation home down to your loved ones, and they all come with some pros and cons to consider.

https://bit.ly/3Be8v1Q

Your Vacation Home Needs an Estate Plan! | Kiplinger There are several ways to pass on a vacation home down to your loved ones, and they all come with some pros and cons to consider.

Timeline photos 03/15/2022

When it comes to retirement, it’s essential to get real ideas and real strategies from someone who understands how to help clients achieve real goals. It’s time to get real about retirement so visit https://www.strategic-financialservices.com/ and start a conversation about retirement goals today.

How Inflation Really Hurts Retirees — and What to Do About It | ThinkAdvisor 03/09/2022

How Inflation Really Hurts Retirees — and What to Do About It | ThinkAdvisor

While there is disagreement among financial experts about the permanence of recent price increases, the last year has taught us that inflation is a risk that can rear its head at any time with serious implications for retirement portfolios.

https://bit.ly/3HnQvDv

How Inflation Really Hurts Retirees — and What to Do About It | ThinkAdvisor Here are two cheap ways to help protect against inflation, without buying more stocks.

17 Best States for Retirement: 2022 | ThinkAdvisor 03/07/2022

17 Best States for Retirement: 2022 | ThinkAdvisor

Here are the 17 most retirement-friendly states, according to WalletHub’s ranking.

https://bit.ly/3hz5sZ7

17 Best States for Retirement: 2022 | ThinkAdvisor WalletHub ranked the states based on affordability, quality of life and health care.

How to Pay off Debt in Retirement 03/04/2022

How to Pay off Debt in Retirement

Here are some ways to help pay off debt in retirement.

https://bit.ly/3JNYMCl

How to Pay off Debt in Retirement Track your expenses to see where your money goes.

How To Succeed At The Hardest Part Of Retirement 03/02/2022

How To Succeed At The Hardest Part Of Retirement

Here is how you can find success at one of the most difficult aspects of retirement.

https://bit.ly/3vh7kxH

How To Succeed At The Hardest Part Of Retirement Financial security isn't the only key to a successful retirement.

10 Social Security Tax Facts to Know | ThinkAdvisor 02/23/2022

10 Social Security Tax Facts to Know | ThinkAdvisor

View these 10 important tax and financial planning questions and answers regarding Social Security benefits.

https://bit.ly/344pIOB

10 Social Security Tax Facts to Know | ThinkAdvisor The experts at Tax Facts answer questions on timing of withdrawals, maximization of benefits and, of course, taxation.

Timeline photos 02/21/2022

Happy President’s Day!

As You Approach Retirement, C.A.N. You Handle a Market Downturn? | Kiplinger 02/21/2022

As You Approach Retirement, C.A.N. You Handle a Market Downturn? | Kiplinger

It may be important for retirees and near retirees to understand the emotions that can come into play in a down market and to think through how they want to position their portfolios long before a downturn happens.

https://bit.ly/3qYrOsh

As You Approach Retirement, C.A.N. You Handle a Market Downturn? | Kiplinger You know what they say about what goes up. Well, if you’re nervous about what comes next with today’s precipitously climbing stock market, this acronym – C.A.N. – could help calm your fears.

Early Retirement: How To Protect Your Hidden Retirement Asset | Kiplinger 02/18/2022

Early Retirement: How To Protect Your Hidden Retirement Asset | Kiplinger

There are a number of ways to protect your future income-earning ability without having to actually return to work. Here are some key strategies:

https://bit.ly/3KXiJrV

Early Retirement: How To Protect Your Hidden Retirement Asset | Kiplinger Congratulations, you’re ready to leave the grind for early retirement. But even if your savings are rock solid, an early exit from your career puts one of your most important assets (and your wealth itself) at risk. Here’s what that is, and how to protect it.

Telephone

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5262 S Staples St, Ste 300
Corpus Christi, TX
78411

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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