Gabe Fransen | February 21, 2025 As a financial advisor, February offers a chance to reflect on how we support clients across all decades of life. From those starting their financial journey to individuals in retirement, our practice provides guidance tailored to each client’s unique needs. Below, we outline our […]
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Gabe Fransen | January 21, 2025 As we work with clients and prospective clients to help solidify retirement plans, we have some topics that come up where we believe couples and individuals have been misled or at least misunderstand some areas that could lead to making suboptimal financial decisions. With […]
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Gabe Fransen | December 20, 2024 As we come to the end of another year where you may be excited about the growth of your investments, we should be cognizant that with the benefits of growth in taxable accounts, there may be tax implications. As investment advisors, we look to […]
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Gabe Fransen | November 20, 2024 The Social Security Administration has announced that Social Security and Supplemental Security Income (SSI) will increase 2.5% in 2025. The increase in benefits amount will begin in January of 2025. It has also been announced that the earning limit for workers who are younger […]
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Gabe Fransen | October 15, 2024 Tax loss harvesting could be a strategic approach to turn investment losses into tax benefits. It involves selling investment positions at a loss to offset capital gains and/or reduce taxable income. When you sell an investment at a loss, you can use that loss […]
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