Astoria Strategic Wealth

05/25/2026

This Memorial Day, we honor and thank all of our clients, friends, and family members who have served our country.

We are especially grateful to the brave men and women who made the ultimate sacrifice in the line of duty. Today is a day of reflection, remembrance, and gratitude for those who gave everything for our freedom.

In observance of the holiday, Astoria will be closed on Memorial Day.

Wishing everyone a meaningful and peaceful Memorial Day. 🇺🇸

05/22/2026

Are you a business executive with a strong income, but a complex financial life?

High earners often face more moving pieces, from equity compensation and tax planning to cash flow, investments, and long term goals.

Without a coordinated strategy, it can feel overwhelming.

We work with executives to simplify the complexity, optimize decisions, and build a plan that aligns every part of their financial life.

It’s not just about earning more, it’s about making smarter decisions with what you earn.

05/11/2026

To the women who do so much for others, today is for you.

Balancing a career, family, and finances is no small responsibility. And while you are taking care of everyone else, your own financial clarity and confidence matter just as much.

We work with women to help simplify the complex, create a clear plan, and build confidence in every financial decision.

Because feeling in control of your financial future is one of the greatest forms of independence.

05/07/2026

If you are a business owner, tax season is not the finish line. It is a planning opportunity.

Whether you filed or extended, now is the time to take a more proactive approach. That includes coordinating with your CPA and financial advisor, staying organized, planning for estimated taxes, and identifying opportunities to reduce your tax bill going forward.

We work closely with business owners to connect the dots between their business decisions, tax strategy, and long-term financial plan.

If you are ready to be more intentional about your strategy this year, we are here to help.

05/05/2026

Congratulations if you have a high school grad! 🎓 If college is the next step, be sure to create a plan for this next, and often expensive, chapter.

For those with younger kids, we work with families to create customized college cost projections so you have a clear picture of what to expect. We help you determine how much to save, which types of accounts to use, and how to invest those dollars in a way that aligns with your overall financial plan.

04/23/2026

It’s never too early to start building smart money habits 💡

With tools like 529’s, custodial accounts, and Trump Accounts, there are more ways than ever to help children begin saving and investing for their future. But just as important as the account itself is the conversation around it.

Teach Children to Save Day is a great reminder that small lessons today can shape lifelong financial confidence.

We love helping families not just plan, but educate, whether that’s introducing kids to saving or guiding young adults as they head to college or start their first job.

Want to learn more about how Trump Accounts work?
Check out our blog post: https://astoriastrategicwealth.com/2026/02/trump-accounts-long-term-investment-vehicle-for-kids/

04/22/2026

We just had our ASW retreat in New Braunfels, and it was one of those weekends that just fills your cup.

We brought the whole crew, families and kids included, and spent the weekend making pasta, hanging by the pool, having picnics in the park, eating lots of barbecue, and just enjoying time together.

Since we are a remote firm, getting to see each other in real life makes such a difference. We left feeling more connected, recharged, and really grateful to be part of such a thoughtful and genuinely great group of people.

Already looking forward to the next one!

04/14/2026

The first quarter of 2026 kept things interesting 📊

From market movement to what it actually means for your financial plan, our latest Money Talk breaks it all down in a simple, easy-to-follow way.

Take a few minutes to catch up on what happened and what to keep an eye on next 👇
Read more:

Can Tailwinds Offset Current Headwinds? With every day there is new, and significant, information for consumers and companies to digest. There is so much to potentially focus on that could derail the markets, in the short-term at least, with the U.S. war with Iran plus the continued Russia-Ukraine W...

04/01/2026

April Fools’ Day is usually about laughs… but this is one area where it pays to be cautious.

AI investment scams are becoming more common and more convincing. Scammers are using things like fake videos and voice cloning to make opportunities look legitimate

A good rule of thumb: If it sounds too good to be true, it probably is.

If you ever come across something that feels off, pause and ask before taking action.

We put together a quick article on what to watch for and how to protect yourself:

https://astoriastrategicwealth.com/2024/09/investor-alert-artificial-intelligence-ai-and-investment-fraud/

03/30/2026

To the ones who keep hearts beating and communities healthy — we are so grateful for everything you do.

This National Doctor's Day, we recognize the compassion, commitment, and long hours that physicians dedicate to caring for others. Your impact reaches far beyond the exam room.

Join us in thanking a doctor today by tagging them or sharing your appreciation in the comments.