Strongpath Financial

When you choose to take Social Security might impact your retirement income. Find out how.

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

Are you ready for school—again?

Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.