Post Tagged with: "Retirement Planning"
6 Things to Get Smarter With Your Money
Tax Loss Harvesting
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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Roth 401k vs Traditional 401k
Strategic Financial Group
Fiduciary
5 Points to Maximize Your 401(k)
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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Financial Planning: Key Considerations for Different Ages
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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What’s Up With Options?
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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The Impacts of Earned Income on Your Social Security Benefits
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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