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Welcome to Stratos Wealth Partners

Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership.

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The Stratos Story

Stratos provides advisors and their clients with a distinctly different wealth...

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With our WealthVision™ technology, managing your financial life just got easier.

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Helpful Content

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How Income Taxes Work

A quick look at how federal income taxes work.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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