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Nurturing Financial Literacy: Spotlighting Chris Harris

Nurturing Financial Literacy: Spotlighting Chris Harris

Discover how Chris Harris, Chair of the Finance Department at Elon University and Financial Advisor at Strategic Advisory Partners, is empowering communities through financial literacy education. Explore his innovative approach to personal finance and learn how his passion for financial wellness extends beyond traditional wealth management.

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Fiduciary Bingo — A Simple Guide For Employers

Fiduciary Bingo — A Simple Guide For Employers

Discover the complexities of fiduciary roles in retirement planning, tailored for business owners. From the oversight responsibilities of 3(16) administrators to the investment guidance provided by 3(21) advisors and the risk management handled by 3(38) managers, we delve into the intricacies of each role. Gain clarity on the fiduciary duties that impact your retirement plan and learn how to navigate these complexities effectively to safeguard your employees’ financial future.

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Biden’s Proposed Tax Policy Changes

Biden’s Proposed Tax Policy Changes

Explore the potential impact of proposed tax policy changes under the Biden administration. From inheritance taxes to capital gains and corporate taxes, learn how these adjustments could affect your financial future and estate planning strategies. Stay informed and prepare with insights from our comprehensive guide.

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Why Working with a Younger Financial Advisor Matters for Young Couples

Why Working with a Younger Financial Advisor Matters for Young Couples

As young couples embark on their journey together, they often prioritize immediate goals like buying a home, starting a family, or advancing in their careers. However, it’s equally crucial to consider long-term financial planning to secure their future and that of their children. Partnering with a younger financial advisor who can guide them through every stage of life offers numerous advantages. In this blog, we’ll explore why working with a younger advisor matters for young couples and how it can benefit them and their families in the long run.

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Game-Changer for Federal Student Loan Repayment

Game-Changer for Federal Student Loan Repayment

The SAVE Plan, short for Saving on a Valuable Education, is a game-changer for federal student loan repayment, offering relief to borrowers burdened by student debt. Replacing the REPAYE Plan, the SAVE Plan calculates monthly payments based on a smaller portion of borrowers’ income, resulting in lower payments for most borrowers. With benefits like interest coverage and early forgiveness opportunities, including halved undergraduate loan payments, the SAVE Plan provides a path to financial freedom. Applying is straightforward, and most federal student loans are eligible, making it easier than ever to ease the strain of student debt and secure a brighter financial future.

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Corporate Transparency Act of 2024

Corporate Transparency Act of 2024

The Corporate Transparency Act (CTA), effective from January 1, 2024, introduced by the Financial Crimes Enforcement Network (FinCEN), imposes reporting requirements on business entities regarding their beneficial owners. This comprehensive guide outlines key aspects of the CTA, including its purpose, affected entities, reporting requirements, deadlines, information to be reported, penalties for non-compliance, and filing procedures. It emphasizes the importance of compliance to avoid legal repercussions and maintain trust and credibility among stakeholders. For personalized guidance and support in navigating these regulatory obligations, business owners are encouraged to consult with Strategic Advisory Partners. Stay informed, stay compliant, and safeguard your company’s reputation in today’s regulated business landscape.

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Greensboro, NC 27455

info@strategicadvisorypartners.com

(336)790-2560