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Retirement Planning

Articles

Long Term Capital Gains vs. Short Term Capital Gains

One of the activities that we go through when analyzing a financial plan or financial situation for folks that are looking for advice, is to review their assets. We look at everything from checking, savings accounts to real estate properties, retirement accounts and life insurance policies. Part of the analysis Read more…

By Gabe Fransen, 3 weeks3 weeks ago
Articles

Comparing Popular Investment Vehicles

Gabe Fransen | April 20th, 2023 In this article we are going to compare and contrast Investment Assets that may be similar, but have some subtle differences that investors should be aware of. We are going to discuss: Dividend Stocks vs Growth Stocks Dividend stocks and growth stocks are two Read more…

By Gabe Fransen, 2 months2 months ago
Articles

Pay Off Debt or Contribute to 401(k)?

By Gabe Fransen, 2 months2 months ago
Articles

Roth IRA 5-year Rules and Roth Conversions

Gabe Fransen | March 16th, 2023 There are two Roth IRA 5-year rules: the Roth IRA Conversion 5-year rule and the Roth IRA Contribution 5-year rule. Roth IRA Conversion 5-year rule This rule applies to funds that are converted from a traditional IRA or 401(k) to a Roth IRA. It Read more…

By Gabe Fransen, 3 months2 months ago
Articles

New 401(k) Rules and Benefits for 2023

Click here for 401K Maneuver Blog Post

By Gabe Fransen, 3 months3 months ago
Articles

401k Hardship Withdrawals

By Gabe Fransen, 3 months3 months ago
Articles

4 Benefits of a Robust Financial Plan

Gabe Fransen | February 15, 2023 In this article we will be discussing the benefits of having a robust financial plan. With the ongoing geopolitical issues and uncertainty in the economy, it has become more critical than ever to have a well-thought-out financial plan. A financial plan provides a roadmap Read more…

By Gabe Fransen, 4 months4 months ago
Articles

February 13th, 2023 401K Maneuver Vlog

By Gabe Fransen, 4 months4 months ago
Articles

February 6th 2023 401K Maneuver Vlog

By Gabe Fransen, 4 months4 months ago
Articles

January 30th, 2023 401K Maneuver Vlog

By Gabe Fransen, 4 months4 months ago

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Strategic Financial Group
9040 Quaday Ave NE, Suite 205 Otsego, MN 55330

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered investment adviser. 763-241-8197