Strata Capital

Strata Capital

Strategic Wealth Management | Fairfield, NJ

  • The Firm
  • Our Approach
  • Our Services
  • Why Us?
  • Insights
  • Contact Us
  • Client Login
  • Book Your Coaching Session
  • Strata Capital Home
  • The Firm
  • Our Approach
  • Our Services
  • Why Us?
  • Insights
  • Contact Us
  • Client Login
  • Book Your Coaching Session
  • Strata Capital Home
  • Skip to main content

Insights

Select a Category

Subscribe to Our Blog

This field is for validation purposes and should be left unchanged.

Featured Post

Navigating the New Trend That Is Semi-Retirement

Navigating the New Trend That Is Semi-Retirement

Posted on November 1, 2023

Read Article

The Real Cost of Dipping into Your 401(k) Early

The Real Cost of Dipping into Your 401(k) Early

Posted on October 10, 2023

Read Article

Strategic Cash Flow Planning: Make Your Money Work

Strategic Cash Flow Planning: Make Your Money Work

Posted on October 16, 2023

Read Article

Selling Your Home? Don’t Get Blindsided by Capital Gains Tax

Selling Your Home? Don’t Get Blindsided by Capital Gains Tax

Posted on September 6, 2023

Read Article

Parents’ Guide to Financial Aid: Scholarships, Grants, and Student Loans

Parents’ Guide to Financial Aid: Scholarships, Grants, and Student Loans

Posted on September 1, 2023

Read Article

How to Protect Your Children and Their Inheritance with a Trust

How to Protect Your Children and Their Inheritance with a Trust

Posted on August 1, 2023

Read Article

A Windfall of Opportunities: How to Make Smart Choices with Sudden Money

A Windfall of Opportunities: How to Make Smart Choices with Sudden Money

Posted on July 15, 2023

Read Article

The Effect of a Recession on Your Financial Situation

The Effect of a Recession on Your Financial Situation

Posted on August 11, 2022

Read Article

Risk Tolerance & Your Investment Strategy

Risk Tolerance & Your Investment Strategy

Posted on June 5, 2022

Read Article

Long-Term Care: Understanding Your Options

Long-Term Care: Understanding Your Options

Posted on May 4, 2022

Read Article

Needs vs. Wants: Balancing Cash Flow in Retirement

Needs vs. Wants: Balancing Cash Flow in Retirement

Posted on March 31, 2022

Read Article

I Bonds: Preserving Your Purchasing Power When Inflation is on the Rise

I Bonds: Preserving Your Purchasing Power When Inflation is on the Rise

Posted on March 2, 2022

Read Article

What is a Net Unrealized Appreciation (NUA) Strategy?

What is a Net Unrealized Appreciation (NUA) Strategy?

Posted on February 23, 2022

Read Article

Inflation: What it Means for Your Cash & Potential Risks in Your Portfolio

Inflation: What it Means for Your Cash & Potential Risks in Your Portfolio

Posted on February 11, 2022

Read Article

When Should I Engage a Financial Advisor?

When Should I Engage a Financial Advisor?

Posted on January 18, 2022

Read Article

Retirement Planning Checklist:<br> 5 Steps to Financially Prepare for Your Golden Years

Retirement Planning Checklist:
5 Steps to Financially Prepare for Your Golden Years

Posted on January 5, 2022

Read Article

Target Date Funds: “Low Maintenance” Retirement Planning

Target Date Funds: “Low Maintenance” Retirement Planning

Posted on December 29, 2021

Read Article

Optimizing Your Benefits During a Job Transition: Part II

Optimizing Your Benefits During a Job Transition: Part II

Posted on December 10, 2021

Read Article

Optimizing Your Benefits During a Job Transition: Part I

Optimizing Your Benefits During a Job Transition: Part I

Posted on November 29, 2021

Read Article

Minimizing Taxes in Retirement:<br> What if I Don’t Qualify for Roth Contributions?

Minimizing Taxes in Retirement:
What if I Don’t Qualify for Roth Contributions?

Posted on November 1, 2021

Read Article

ESG Investing – For the Socially Responsible Portfolio

ESG Investing – For the Socially Responsible Portfolio

Posted on September 28, 2021

Read Article

Strata Capital

Subscribe to Our Blog

This field is for validation purposes and should be left unchanged.

Disclosures      ADV      CRS

350 Passaic Avenue, Suite 201 | Fairfield, NJ 07004 | 212-367-2855 | Email David | Email Carmine

Copyright © 2023 Strata Capital

Privacy Policy | Terms of Use

Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.