Roth conversions involve transferring funds from a traditional IRA to a Roth IRA, offering potential tax and retirement planning benefits. We want to outline the considerations of strategic Roth conversions, focusing on managing conversions to stay within your current federal income tax bracket, based on 2025 tax rules. Consult a […]
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Gabe Fransen | September 15, 2025 We believe that retirement planning extends beyond accumulating savings. When regular paychecks stop, retirees may face challenges such as generating income, managing taxes, protecting assets, and addressing health and family needs. Many strategic retirees rely on informed decisions rather than guesswork to navigate their […]
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Gabe Fransen | April 22, 2025 As financial advisors, We believe a clear financial plan can help anchor a family’s future, not chasing wealth or making bold predictions, rather making thoughtful choices that align with your goals. We think of it as a roadmap, guiding families through life’s changes while […]
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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 | 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 | November 21, 2023 As we gather around our tables to give thanks this season, we extend our warmest wishes for a joyous Thanksgiving to you and your loved ones. In the spirit of gratitude, we’re reflecting on the many reasons to be thankful, especially when it comes […]
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Gabe Fransen | September 25, 2023 Retirement planning has always been a significant concern for individuals, but in recent years, the focus has also shifted towards employers playing a pivotal role in ensuring their employees’ financial security during retirement. One of the most popular retirement savings vehicles in the United […]
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Gabe Fransen | July 20, 2023 In today’s fast-paced digital world, financial scams are becoming increasingly sophisticated, targeting individuals, families, and even businesses. The goal of this article is to keep you informed and equipped with the knowledge to defend against these scammers. The Rise of Financial Scammers Scammers have […]
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Gabe Fransen | June 21, 2023 In an era defined by technological advancements and intricate financial landscapes, an escalating number of individuals are opting for professional money management services. Entrusting their financial affairs to experts has emerged as a popular choice as people strive to maximize their wealth, achieve financial […]
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