9600 North MoPac, Suite 600, Austin, TX 78759

512-341-9898
roger@strategicim.com
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Latest Articles

Retirement

  • Introducing the 530A Accounts
  • 9 Facts About Retirement
  • Retirement Realities
  • What to Expect in Your First Year of Retirement
  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • First Year of Retirement: What to Expect
  • Conquering Retirement Challenges for Women
  • Deciding When to Take Social Security

Estate

  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist
  • Steps to Protecting a Child with Disabilities
  • Yours, Mine, and Ours: Estate Strategies for Second Marriages

Investment

  • Alternative Investments - Going Mainstream
  • The Threat of Identity Theft
  • A Taxing Story: Capital Gains and Losses
  • TIPS for Inflation
  • Mutual Funds vs. ETFs

Insurance

  • The Cost of Medical Care
  • What to Look for in an Extended-Care Policy
  • Understanding Extended Care
  • Assess Life Insurance Needs

Tax

  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples

Money

  • Making a Charitable Contribution
  • Saving Early & Letting Time Work for You
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?
  • Personal Finance Calendar
  • What If Your Kids Decide Against College?
  • The Big Pause

Lifestyle

  • A Path to Serenity and Smart Money Choices
  • Fixed or Variable Mortgage, Which Should You Pick?
  • How Boomers and Millennials Differ
 

Contact

Office: 512-341-9898

Toll-Free: 888-611-9898

Fax: 512-918-0001

9600 North MoPac

Suite 600

Austin, TX 78759

roger@strategicim.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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