Author name: astoriastrategicwealth

Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!

Spring and early summer are filled with many opportunities for celebrations and are popular times for a variety of planned transitions in our lives.

Property Tax Protest Season is upon us! Is it appropriate for your situation? Some facts and tips to help you decide.

All Eyes Are On – Different Things?

FANG to FAANG to ?? Today we are on to “The Magnificent 7”. Women continue to make history, and should you invest at all time highs?

You may have an exercise program, skin care routine, and/or spiritual renewal commitments. But what about financial self-care routine?

Tax Planning for the Years Ahead  – A Reminder of the TCJA Tax Laws Scheduled to Sunset With the end-of-year tax planning season knocking on our doorstep, we offer these reminders of potential tax increases looming in just two years. The Tax Cuts and Jobs Act (TCJA -aka Trump Tax Laws) which was passed in

Losing a loved one is an extraordinarily difficult experience. During this trying time, you must still complete a variety of tasks and make important financial decisions. We offer this as a guide to assist throughout the process.

The rollercoaster ride of 2023 was a poignant reminder of a few of the most fundamental investment lessons we impart upon our clients (and ourselves).

What to Financially Expect When You are Expecting!

We recently had the honor at presenting at the inaugural FIERCE conference – an organization founded by and for women. Their mission is to accelerate the success of women in business, government, and academia for the betterment of themselves, their families, their community and our world.