Economic News We are all noticing the stock market sink. Clearly investors are not happy where the economy is heading. Here are the facts: This is a mix of bad and good data. Nothing to justify the drop in the market. So what’s going on? In my previous report, I highlighted 6 Trump policies to
Join me in my upcoming webinar: “Goals & Inefficiencies – the Core of Financial Planning” and we’ll address the three broad benefits of financial planning:
New Webinar: Trump’s 2.0: Should I Be Concerned? People have expressed worry about President Trump’s 2nd term. Join us in this class where we’ll review some of the common concerns and see which, if any, are valid. Key Topics: Job Security and Career Planning: Planning for possible reductions in force (RIFs) or early outs. Retirement Benefits
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?
How much rainy day money do you really need? If you think about it, a rainy day fund is primarily for emergency use when something “goes wrong.” As such, it is essentially a form of insurance. The question now becomes, how much rainy day “insurance” should you have?Join me in my upcoming webinar – How much
Live Webinar : A Crash Course in Estate Planningw/ 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 to
TSP Planning Report September 2023 Facts: The G Fund rate for September 2023 increased to 4.25%. The Fed Funds interest rate increased to 5.5%. This month’s unemployment rate increased from 3.5% to 3.8%. The 2nd Estimate for Q2 GDP came in at 2.1%. PMI (Purchasing Managers Index) expanded ever-so-slightly after 3 months of contracting, reading
Goals & Inefficiencies: What you should get out of your Financial Plan The financial planning industry is loaded with “financial planners” that are really product pushers. Unfortunately, this has resulted in many people avoiding the financial planning practice altogether, dismissing it as being just a sales tactic. However, not having a financial plan usually causes
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
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