Tag: TSP Planning Report

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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Log in When is the best day to retire? May 9th 11am ET Days Hours Minutes Seconds Register now FEGLI, Survivor Benefits, or Self-Insurance? April 4th 11am ET Days Hours Minutes Seconds Register now A fiduciary advisor specializing in retirement planning and federal benefits Linkedin Facebook Twitter What I do One to One Beacon Education

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financial advice for federal employees

TSP Report December

Facts: Unemployment remained at 3.7%. 3rd Quarter GDP came in at 3.4%, according to the 2nd estimate. PMI, again, posted another solid month of expansion, with the index reading 59.3%. The S&P 500 (C Fund) rebounded and yielded 2.04% Assessment: Unemployment has held strong, holding on to its lowest levels since 1969. 3.4% quarterly GDP is (relatively speaking)

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TSP modernization act changes

This TSP Modernization Rule has already gone into effect.

This TSP Modernization Rule has already gone into effect The TSP Modernization Act is not supposed to go into effect until November 2019, but one rule has already gone into effect.  Below is the actual language from the TSP which you won’t find anywhere because, as the letter below says, this language contradicts what’s currently

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TSP reports for financial planning

TSP Planning Report – November 2018

Facts: Unemployment remained at 3.7%. 3rd Quarter GDP came in at 3.5%, according to the first estimate. PMI, again, posted another solid month of expansion, with the index reading 59.8%. The S&P 500 got walloped and lost 6.3%. Assessment: Unemployment has not seen such lows since 1969. 3.5% quarterly GDP is (relatively speaking) amazing. PMI continues it’s impressive streak, performing well above-average

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financial advice for federal employees

TSP Report October 2018

The economic indicators are positive.  However, the Fed is raising rates.  How does that impact things? The economic indicators show: Unemployment at 3.7%.  We have not seen such lows since 1969. 4.2% quarterly GDP is amazing and hasn’t happened since 2014. The S&P 500 is looking great, with YTD yield of 10.54% PMI continues it’s impressive streak, performing

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financial advice for federal employees

TSP Planning Report September 2018

Facts: GDP in the 2nd Quarter of 2018 was revised up 4.2%, according to the 2nd estimate. The S&P 500 posted a solid gain of 3.26%. Unemployment remained at 3.9%. PMI, again, posted another stellar month of expansion, with the index reading 61.3%. Assessment: Unemployment is very low, again. 4.2% quarterly GDP is amazing and

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Webinar for federal employees

TSP Planning Report August 2018

Facts: The initial estimate for 2018’s 2nd quarter’s GDP came in at a solid 4%, and the final estimate for 2018’s 1st quarter’s GDP was revised up to 2.2%. The S&P 500 posted a solid gain of 3.72%. Unemployment dropped to 3.9%. PMI, again, posted another stellar month of expansion, with the index reading 58.3%. Assessment:

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webinar on financial advice federal

MAKING YOUR TSP WORK WITH YOUR OUTSIDE INVESTMENTS

A mistake that Federal Employees make with their TSP is NOT coordinating their TSP with their outside investments.  This mistake is very common and has many different applications. Here’s a true story to illustrate: My client (at that time they weren’t yet a client) took me up on my free consultation offer.  One of the points we discussed was maximizing

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