Tag: federal benefits

tsp planning report

TSP Planning Report – January 2019

Facts: Unemployment increased 0.2%, up to 3.9%. 3rd Quarter GDP came in at 3.4%, according to the 3rd estimate. PMI, posted another month of expansion, with the index reading 54.1%. The S&P 500 (C Fund) got hammered and lost 9.03% (in just 1 month!) Assessment: Unemployment did increase, but this is the first increase in 4 months, and

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financial advice for federal employees

Webinar: COORDINATING YOUR TSP WITH YOUR OTHER INVESTMENTS

What should you do with your investments outside of your TSP? Should you invest them the same way as you do the TSP? Should one account be more aggressive or conservative than the other? Should you just consolidate them? How do you make these decisions? Join me in my upcoming webinar – COORDINATING YOUR TSP WITH

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government shutdown and what to do

Government Shutdown & Income Diversification

Well, the government has shutdown.  Many of us are now in non-pay status, which can impact our accrual of leave hours, our future Social Security benefits, and – if the shutdown lasts REALLY long – can affect our Federal Pensions. But the loss or reduction of future benefits is likely overshadowed by the immediate loss

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webinar financial planning federal employees

Webinar – FSA vs HSA – Which is better for you?

Upcoming Webinar – Free to attend What’s better? FSA or HSA? Can you do both? Both of these plans are available thru FEHB this open season. Understanding the advantages of each can translate into thousands of dollars a year, year after year! Join me in my upcoming webinar – FSA, HSA or Both? – Which

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HOW FEDERAL BENEFITS IMPACT ESTATE PLANNING

Question: How do my federal benefits impact my estate? Answer: To frame the answer to this question I will add another question – Why is that important?  By understanding the impact your benefits have on your estate you should be able to get the: Quickest distribution of your assets Correct distribution of your assets Maximum distribution

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