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How to allocate your TSP

Live Webinar – How should you allocate your TSP?

How to calculate your investment goals and then select the right combo of funds to target those goals. Join me in my next webinar to find out. Even if you can’t make it, register anyway I will send you a link to the replay webinar. Friday July 19th 11am ET See you there Please share

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webinar on financial advice federal
Estate Planning

Live Webinar: Do you need a Trust?

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 all your estate planning needs Join me in my next webinar to

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4 investment steps I wish I had known when I was younger
Financial Advice

4 Financial Steps I wish I had taken sooner

Hey everybody Stephen Zelcer here.  “I was thinking to myself, what are the financial steps that I wish I’d started sooner. Steps that, had I taken them years ago, they really would have helped me solidify my financial grounding right now. And I thought about it and I came up with the following 4 Steps

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tsp portfolio advice
TSP Report

TSP Planning Report – April 2019

Facts: Unemployment remained at 3.8%. 4th Quarter GDP was revised lower, to 2.2%, according to the second estimate. PMI posted another month of expansion, with the index upticking to 55.3%. The S&P 500 (C Fund) gained 1.95% Assessment: 2.2% quarterly GDP is weak.  Slightly concerning. Unemployment is steady at historic lows.  That’s good. The S&P 500 quarterly performance is 13.65!!!

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federal employee financial advisor TSP

A fiduciary advisor specializing in retirement planning and federal benefits

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