financial planner Stephen Zelcer

Unusual things to know about retiring December 31st 2022

Unusual things to know about retiring December 31st December 31st is always a popular retirement date, but this year, 2022, it’s especially popular – because this year December 31st is also the last day of a pay-period, and last day of the month, and the last day of the leave year – a trifecta! What’s

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July image for TSP Planning Report

TSP Planning Report July 2022

TSP Planning Report July 2022 Facts: The G Fund rate for July 2022 remained at 3%. The Fed Funds interest rate increased to 2.4% from last month’s 1.65%, and from May’s 0.9%, and they anticipate more rate increases over the remainder of this year. This month’s unemployment rate remained unchanged, at 3.6%. PMI (Purchasing Managers

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FedBar Webinar Retirement Portfolio

Webinar – How to Create Investment Income in Retirement without Killing your Portfolio We spent a career squirreling away money for retirement, expecting our portfolios will be able to carry us thru our golden years.  But are our expectations unreasonable?   How long will our portfolios last?  Is there a certain amount of portfolio income that

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