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Wooden boardwalk stretching across a green salt marsh
Three hikers walking on a snowy mountain ridge.
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Golden wheat fields at sunset in the rolling hills.

Calculators

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Videos

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As an independent financial services firm, Strategic Retirement Solutions has one driving motivation; your best interests. We develop customized strategies that align with your specific needs. By examining your overall financial picture, we help identify opportunities to form more robust strategies for today, as well as staying focused on your long-term goals.

With the challenges of today's economic conditions, we are positioned to be of maximum service to you by offering quality solutions that allow you to help achieve your financial goals. Our professional network allows us to provide the resources you need to create a dynamic plan for your future.

We have the tools, talent, and resources to fully meet your needs. We look forward to working with you to help improve your quality of life and protect the things that matter most to you.

With that in mind we would like to invite you to schedule your complementary consultation with our CEO/Managing Director, Mark Chioda, an expert in estate and retirement planning. The initial meeting will focus on preliminary fact finding and information gathering regarding your personal situation and goals, so that we can begin to formulate short-term financial tactics and long-term asset allocation strategies to help you realize your goals. We look forward to hearing from you!

Considering some important issues now could provide more options in the event of early retirement.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Reviews annual enrollment dates and options for Medicare participants.

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Explains benefits of employee-stock ownership plans for succession planning.

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Will you be able to afford nursing home care?

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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