Live Webinar – Crash Course in Estate Planning, w/ Guest Speaker Joseph Fried
March 6, 2023
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Live Webinar : A Crash Course in Estate Planning w/ Guest Speaker Joseph Fried You may have heard different estate planning concepts, such as “powers of attorney”, “trust funds”, “probate” and “estate tax”. Is any of this relevant to you? How can you make senses of these seemingly confusing topics.The goal of this webinar is
What are the Alternatives to the G fund?
January 24, 2023
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Alternatives to the G fund –Even when the Debt Ceiling is not threatening the G Fund: Alternatives to the G Fund: Before I get into the Debt Ceiling and its relationship with the G fund, I first want to begin by sharinghow I help clients re-create G fund benefits outside the TSP. Here’s what investors
Key Milestones in the Career of a Federal Employee [Updated]
October 21, 2022
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Key Milestones in the Career of a Federal Employee – Updated I’ve seen it many times. Federal employees who thought they would only spend a few years as a Fed and move on, only to find themselves still a Fed 20+ years down the road. This unintentional floating along in a Federal job can be
Webinar – The Social Security Earnings Test, and How to Outsmart it!
May 19, 2022
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Thinking about taking Social Security early?
Sounds like a good idea, however if you’re earning too much money while taking early Social Security, that can wipe out your benefits. Is there a way to have both? Can you get your Social Security and earn additional income at the same time?
TSP Planning Report January 2022
January 27, 2022
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TSP Planning Report January 2022 Facts: The G Fund rate for January 2022 was set at 1.625%. This month’s unemployment rate decreased from 4.2% to 3.9%. Unemployment was at 6.3% in January 2021. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at
Should I use my TSP to start a business?
November 30, 2021
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Q&A – Should I use my TSP to start a business? (This article originally appeared as Ask Bob: Do I Qualify For a TSP Hardship Withdrawal – here) Question My wife and I started a business, but due to COVID, materials, construction prices dramatically increased and permitting delays we have not been able to open
Q&A – Funding & Replenishing the 10-year bucket
October 26, 2021
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Q&A – Funding & Replenishing the 10-year bucket Question Hi Stephen, I set up the 10-year conservative bucket, as you instructed. It represents 10-years of investment income. I love the idea! I just had some questions: When do I draw income from the conservative bucket, and do I need to replenish the conservative bucket as some point? If yes,
Do you need a Trust? – New Live Webinar
August 4, 2021
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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
New Webinar – Goals & Inefficiencies – The Core of Financial Planning
January 15, 2021
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Join me in my upcoming webinar: “Goals & Inefficiencies – the Core of Financial Planning” and we’ll address the three broad benefits of financial planning: