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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Gabe Fransen | August 23, 2024 Our Financial Advisers at Strategic Financial Group give advice to clients every day. In this article we’ll look into five frequently asked questions and give our answers. Is it worth paying a Financial Adviser? Answer: It depends. Not everyone needs a Financial Adviser, this […]
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Gabe Fransen | July 22, 2024 According to InvestmentNews, for the first time, more than 70 million private-sector employees in the US had access to a 401(k) in 2023. This is up 6.35% from the previous year. We believe some of these individuals don’t know how to maximize this benefit. […]
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Gabe Fransen | May 16, 2024 At Strategic Financial Group we feel that retirement planning is a crucial part of your financial journey, and the earlier you start, it is likely you’ll be better prepared for your golden years. In this article we will discuss various strategies that can be […]
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Gabe Fransen | April 19, 2024 If you’re new to the options game, you might feel overwhelmed by the jargon and complex strategies. We wanted to break down the basics of two fundamental options contracts to help educate you in this area: puts and calls. By the end of this […]
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Gabe Fransen | March 19, 2024 As folks near retirement age and start thinking about their social security benefit, there are many things to consider when determining when to start receiving that extra paycheck. One area that is often not easily understood is the impact of one’s earned income while […]
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