Category: Financial Advice

tsp report april 2025

TSP Planning Report: April 2025

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

Read More »
trump,federal employee,doge,retirement,retirement benefits

Trump’s 2.0: Should I Be Concerned?

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

Read More »
rainy day fund

New Webinar – How much rainy day money do you really need?

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

Read More »

TSP Planning Report September

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

Read More »
Goals & Inefficiencies: What you should get out of your Financial Plan

Recheduled Webinar: Goals & Inefficiencies: What you should get out of your Financial Plan

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

Read More »
what are the alternatives to the G Fund

What are the Alternatives to the G fund?

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

Read More »