Strata Capital

Strata Capital

Strategic Wealth Management | Fairfield, NJ

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Featured Post

Municipal Bonds vs. Taxable Bonds: Which One is Right for You?

Municipal Bonds vs. Taxable Bonds: Which One is Right for You?

Posted on April 30, 2025

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Municipal Bonds vs. Taxable Bonds: Which One is Right for You?

Municipal Bonds vs. Taxable Bonds: Which One is Right for You?

Posted on March 13, 2025

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Not knowing these 529 college savings plan rules can cost you! Here’s how to make sure you aren’t leaving tax deductions on the table.

Not knowing these 529 college savings plan rules can cost you! Here’s how to make sure you aren’t leaving tax deductions on the table.

Posted on March 13, 2025

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Understanding the Ripple Effects of Federal Interest Rate Cuts

Understanding the Ripple Effects of Federal Interest Rate Cuts

Posted on January 23, 2025

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Unlocking the Potential of Tax Assets: A Key to Strategic Wealth Management

Unlocking the Potential of Tax Assets: A Key to Strategic Wealth Management

Posted on January 23, 2025

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Ignoring These Legal Documents Could Cost You Everything

Ignoring These Legal Documents Could Cost You Everything

Posted on January 6, 2025

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Understanding Risk Tolerance: A Strategic Imperative for Corporate Professionals

Understanding Risk Tolerance: A Strategic Imperative for Corporate Professionals

Posted on November 4, 2024

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Leveraging Deferred Compensation Plans for Strategic Financial Growth

Leveraging Deferred Compensation Plans for Strategic Financial Growth

Posted on November 4, 2024

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The DIY Financial Planner’s Roadmap: Strategies for Long-Term Planning

The DIY Financial Planner’s Roadmap: Strategies for Long-Term Planning

Posted on September 1, 2024

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The Ultimate Guide to Cash Balance Pensions After Leaving Your Job

The Ultimate Guide to Cash Balance Pensions After Leaving Your Job

Posted on August 1, 2024

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What Should I Do With My PRA When I Leave MetLife?

What Should I Do With My PRA When I Leave MetLife?

Posted on June 14, 2024

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Unraveling the Mystery: 8 Reasons You Might Owe Money on Your Taxes

Unraveling the Mystery: 8 Reasons You Might Owe Money on Your Taxes

Posted on May 1, 2024

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4 Reasons to Tap into Your MetLife Leadership Deferred Compensation Plan Sooner Than Later

4 Reasons to Tap into Your MetLife Leadership Deferred Compensation Plan Sooner Than Later

Posted on April 15, 2024

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The MetLife 401(K) After-Tax Advantage: A Strategy for Building Tax-Free Growth

The MetLife 401(K) After-Tax Advantage: A Strategy for Building Tax-Free Growth

Posted on April 1, 2024

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4 Reasons to Quit Ignoring Your Deferred Comp Plan

4 Reasons to Quit Ignoring Your Deferred Comp Plan

Posted on March 5, 2024

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Equity Compensation 101: How to Unlock the Wealth Potential of Your Stock Awards

Equity Compensation 101: How to Unlock the Wealth Potential of Your Stock Awards

Posted on February 22, 2024

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Practical and Creative College Funding Strategies | Strata Capital

Practical and Creative College Funding Strategies | Strata Capital

Posted on February 15, 2024

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Easing Financial Worries: Strategies for Stressing Less about Money

Easing Financial Worries: Strategies for Stressing Less about Money

Posted on January 3, 2024

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Strategically Using 401(k) After-Tax Contributions to Boost Retirement Savings

Strategically Using 401(k) After-Tax Contributions to Boost Retirement Savings

Posted on December 13, 2023

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Navigating the New Trend That Is Semi-Retirement

Navigating the New Trend That Is Semi-Retirement

Posted on November 1, 2023

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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

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Strategic Cash Flow Planning: Make Your Money Work

Strategic Cash Flow Planning: Make Your Money Work

Posted on October 16, 2023

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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

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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

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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

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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

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The Effect of a Recession on Your Financial Situation

The Effect of a Recession on Your Financial Situation

Posted on August 11, 2022

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Risk Tolerance & Your Investment Strategy

Risk Tolerance & Your Investment Strategy

Posted on June 5, 2022

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Long-Term Care: Understanding Your Options

Long-Term Care: Understanding Your Options

Posted on May 4, 2022

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Needs vs. Wants: Balancing Cash Flow in Retirement

Needs vs. Wants: Balancing Cash Flow in Retirement

Posted on March 31, 2022

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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

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What is a Net Unrealized Appreciation (NUA) Strategy?

What is a Net Unrealized Appreciation (NUA) Strategy?

Posted on February 23, 2022

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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

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When Should I Engage a Financial Advisor?

When Should I Engage a Financial Advisor?

Posted on January 18, 2022

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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

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Target Date Funds: “Low Maintenance” Retirement Planning

Target Date Funds: “Low Maintenance” Retirement Planning

Posted on December 29, 2021

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Optimizing Your Benefits During a Job Transition: Part II

Optimizing Your Benefits During a Job Transition: Part II

Posted on December 10, 2021

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Optimizing Your Benefits During a Job Transition: Part I

Optimizing Your Benefits During a Job Transition: Part I

Posted on November 29, 2021

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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

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ESG Investing – For the Socially Responsible Portfolio

ESG Investing – For the Socially Responsible Portfolio

Posted on September 28, 2021

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