See how I can help you organize, strategize and maximize your benefits & your money
Financial Guidance for Federal Employees
See how I can help you organize, strategize and maximize your benefits & your money
TSP Planning Report – September 2021 Facts: This month’s unemployment rate decreased from 5.4% to 5.2%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 59.9, compared to last month’s 59.5. The S&P 500 (C Fund) increased 3.03% in August, compared to
Q&A – Can I name my child as beneficiary of my life insurance (FEGLI) and TSP? Question Hi Stephen, My husband & I plan to list each other as the beneficiaries of our life insurance policies. However, what if something happens to both of us? Should we list our daughter – she’s only 2 right now? Also,
Do you need a Trust? – New Live Webinar A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too? In this webinar you will learn: • The benefits of a trust • The benefits people assume a trust provides, but doesn’t • Whether a trust will solve
TSP Planning Report – July 2021 Facts: This month’s unemployment rate increased from 5.8% to 5.9%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 60.6, compared to last month’s 61.2. The S&P 500 (C Fund) increased 2.33% in June, compared to
Q&A – Which retirement account should I take money from? Question Dear Stephen, We have identified a house which isn’t on the market yet but will be soon. The asking price will probably be 1.5 million and I want to put $650,000 down on it. My question is where/how do I take my money out
TSP Planning Report – June 2021 June 2021 TSP Planning Report: Facts: This month’s unemployment rate dropped to 5.8% from last month’s 6.1%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 61.2, compared to last month’s 60.7. The S&P 500 (C Fund) increased 0.69%
DISCLaimer: This website & the services being offered are independent of, and not endorsed by, the United States Government, the Federal Retirement Thrift Investment Board or the Thrift Savings Plan.
Stephen Zelcer © 2020 All rights reserved
Made by TB
