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Sam Magdalein

Sam Magdalein

Recent Posts by Sam Magdalein:

Toys for Wolfson Children's Hospital

If you've visited our office, you may have noticed the toy shelves on the wall outside of the main conference room. For several years, we have collected toys to deliver to Wolfson Children's Hospital. This is a great way to brighten up a child's day and it's such a blessing to be able to give to this great cause.

5 Ed Slott Clips Retirees Won't Want to Miss

Topics: Tax Planning IRA

Featured eBook: Two Ways Retirees May Be Able to Save Taxes on Their IRAs

Topics: Tax Planning IRA

Are Taxes Going Up in the Future?

No one has a crystal ball that provides a definitive answer to future tax liability. But if you look at the situation as a whole, now might be an excellent time to look at your options.

Topics: Tax Planning

Traveling in Retirement: Satisfying Wanderlust in Retirement with a Well-Tended Nest Egg

Big thanks to David O. for doing this interview. He and his wife, Susan, are long-time clients and great friends of everyone at Stratton & Company. David is one of the most active travelers we know, and we asked him to share some of his experience and travel insights especially suited for retirees who are looking to hit the road.

Topics: Travel Budgeting

Our Favorite Yogi-isms


From the New York Times:

Join us for our September Open House!

We had a great time at this get-together! Click here to see our upcoming events.

I've heard it said that seeing a financial representative is kind of like seeing a marriage counselor and a dentist at the same time! No wonder so many folks put off the meeting!

Stratton & Company on the air — our segment on WJCT

This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect on WJCT 89.9. Listen to her interview with host Melissa Ross about how you can use the slow summer months to prepare for your ideal retirement: