Gabe Fransen | December 15, 2021 Does following the 4% rule provide for a successful Retirement Income Plan? With inflation, market fluctuations and the plethora of other variables in life, one could argue that having a customized, detailed, and well-thought-out income plan would be a wise decision – it’s just […]
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Mark Triplett | March 5, 2018 The World Was Flat In the past, financial advisors have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the general practice is widely accepted, if you ask 50 different financial advisors what a well-balanced portfolio […]
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Mark Triplett | November 6, 2017 One of the most mystifying risks in retirement is the Order Of Returns risk. Investing in marketable securities exposes you to this risk. The future value of your investment is unknown. It might go up (+) or down (-). Returns don’t occur in a […]
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Mark Triplett | September 2, 2021 If you’ve ever worked for an employer who offered a workplace retirement plan, like a 401(k), you have probably completed a risk tolerance questionnaire at some point in your life. While most working adults are maybe at least somewhat familiar with a risk tolerance […]
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Mark Triplett | November 4, 2020 An attendee at one of our recent workshops asked us a question about Roth Conversions. Specifically, she asked “when is a good time to convert to a Roth IRA?” In short, the final two months of the year are typically when we really start […]
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5 Step Planning Process Strategic Financial Group has a 5-step planning process to build a comprehensive, holistic plan designed just for you. During your first visit, our team wants to get to know you and understand your goals and aspirations. In turn, we want to share our investment philosophy and […]
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Mark Triplett | May 5, 2021 If you had unlimited resources and access to a saving account with the following characteristics how much money would you attempt to save in an account that: You can contribute money on a pre-tax basis Then grow your contributions tax-deferred And finally, access the […]
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