financial planner Stephen Zelcer

Category: Retirement Portfolio

image description: calendar with retirement written in red ink

What is the best day to retire? – Live Webinar

What is the best day to retire? What time of year, month, pay-period, day should you retire in order to get the most out of your pension? I will explain how to pinpoint your retirement date, and how the exact date can save you thousands of dollars. Join me as we explore this topic in

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TSP Planning Report December 2021

December 2021 TSP Planning Report:   Facts: This month’s unemployment rate decreased from 4.6% to 4.2%.  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 61.1, compared to last month’s 60.8. The S&P 500 (C Fund) decreased .69%

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creating a retirement investment strategy

Creating a Retirement Distribution Strategy – Live Webinar

Live Webinar – Creating a Retirement Distribution Strategy Which asset do you dip into to create your retirement income stream, and when? What happens when the market goes up? What should you do when the market goes down? We spent a career squirrelling away money for retirement, expecting our portfolios will be able to carry

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Coordinating your TSP with your other investments

New Webinar – Coordinating your TSP with your other investments

New Webinar – Coordinating your TSP with your other investments The TSP is just one piece of the puzzle. If you have other investment accounts, you can coordinate them with your TSP so that you can position the correct assets in the correct account. This will help you pay less in taxes and be strategic

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When & How to Transition your portfolio for Retirement.

When & How to Transition your Portfolio for Retirement.

When & How to Transition your portfolio for Retirement Your portfolio has a different job in retirement than it has pre-retirement. Pre-retirement, the job of your portfolio is to grow. In retirement, the job of your portfolio is to generate income (for most people). Because the job is different, the allocation of your portfolio will

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