Strategic Wealth Investments, LLC

09/11/2026

When one client makes another client a grandparent, it’s time to celebrate!

*We also got him something else.

09/02/2026

Strategic Wealth Investments is excited to sponsor the Templar Brotherhood Poker Run! We are looking forward to seeing who has the best hand! We’ll have a grill to enter a drawing for, so make sure and stop by our tent!

03/04/2026

If you're turning 73 this year, it’s time to think about Required Minimum Distributions (RMDs).

Our Quick Reference Guide includes the latest withdrawal tables to help you understand what’s required and when.



https://marketinghub.highland.com/m/2332369a219a444a/original/CF-Version-2026-Key-Tax-Numbers.pdf

02/25/2026

Filing season is right around the corner — do you know this year’s updated income brackets and standard deduction amounts?

Make smarter decisions all year long with our Quick Reference Guide.



https://marketinghub.highland.com/m/2332369a219a444a/original/CF-Version-2026-Key-Tax-Numbers.pdf

02/18/2026

This year’s contribution limits are out — are you on pace to reach yours?

Now’s a great time to review how much you’re putting toward retirement or health savings. The Quick Reference Guide has the numbers you need to stay on track.



https://marketinghub.highland.com/m/2332369a219a444a/original/CF-Version-2026-Key-Tax-Numbers.pdf

02/07/2026

07/09/2025

Enjoyed a wonderful time with a client and good friend learning from instructor Bo Harris: Golf Instruction

05/02/2025

What a meaningful night! We gathered for dinner with some of our amazing client advocates who continue to refer others to us. I shared why I feel called to work with nurses, and we were lucky to have three in the room who brought that mission full circle. Thank you for your trust, support, and heart.

09/27/2024

Seeing more of me in your feed lately? There’s good reason for that. I’m expanding my financial services to a wider network, with a special focus on nurses. This incredible group often doesn’t get the financial guidance they need. If you know any nurses, please send them my way! I’ll be sharing education on financial planning and news relevant to nurses and my clients. Is there something specific you’d like to learn about? Let me know in the comments!