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Retirement Planning

Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs. Both are designed for long-term growth, but there are some key differences, including how your contributions are taxed and when you can withdraw funds. Here…

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SECURE Act 2.0: What Changes Can We Expect?

There is another bill making the rounds in Congress called the Securing a Strong Retirement Act of 2021. It has been nicknamed the SECURE Act 2.0. What changes could we see if this second act passes? IRA owners will be able to wait until the age of 75 to begin taking their Required Minimum Distributions…

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Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other personal finance services. On the other hand, a robo-advisor is a digital platform that uses algorithms…

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Tips for Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes…

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What makes Strategy Financial Group different?

We are often asked, “What makes you different?” The question isn’t always that direct; it can come in a variety of forms, but we get some iteration of that inquiry often. In this video, we are going to answer that question.

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Women and Wealth: Taking Charge of Your Finances

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care for family. Time off and lower lifetime income means women face…

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4 Smart Money Moves for 2021

With the new year here, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement, to getting a jump on this year’s taxes, here are some of the smart money moves to consider to help brighten your financial life in the new year. Build A Budget…

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Market Commentary Q2 2020

Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2020. Click here to download our Quarterly Commentary Q2 2020. The article referenced in the video: https://www.forbes.com/sites/robertberger/2020/07/30/gdp-plunged-329-heres-why-it-matters/#34d074205943 To schedule a call with one of our advisors, click here.

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5 Tips for Navigating the Coronavirus Crash

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for the money, it’s painful to see your account balances drop. This is a natural reaction, even with savvy investors who’ve experienced market volatility before. These extremes are enough to test…

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