Tag: federal employees

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

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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when is best date to retire

Watch my Webinar: When is the Best Date 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 my next webinar: The Best Date to

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What age should I retire

TSP Planning Report – March 2019

Facts: Unemployment decreased 0.2%, down to 3.8%. 4th Quarter GDP came in at 2.6%, according to the first estimate. PMI posted another month of expansion, with the index reading 54.2%. The S&P 500 (C Fund) gained 3.21% Assessment: 2.6% quarterly GDP is a bit weak.  Slightly concerning. Unemployment decreasing is always a good sign. The S&P 500 is exploding, pacing for

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do i need life insurance

Webinar: FEGLI, Survivor Benefits, or Self-Insurance?

Do you need life insurance?  I know some people assume life insurance is a ‘must have’, but is it?    And if you do need life insurance, how much?  And which type of life insurance is the best? Close analysis of this topic will show that your insurance needs change over time.   Join me

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TSP Planning Report – February 2019

Facts: Unemployment increased 0.1%, up to 4%. 3rd Quarter GDP came in at 3.4%, according to the final estimate. PMI, posted another month of expansion, with the index reading 56.6%. The S&P 500 (C Fund) gained 8% (in just 1 month!) Assessment: The S&P 500 had a tremendous bounce back, recovering all it’s losses from 2018. 

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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


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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