Check out the new withdrawal options that apply to everyone who owns a TSP account.
Tag: CFP®
I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®. I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!
I am not going to bury the lead: "short-term" does not apply to your long-term investment goals. While everyone has different ideas and goals for those long term assets, it shouldn't matter if you are 5 years or 35 years away, your investment allocation should already be set appropriately for that time horizon. But, oh, … Continue reading Fighting short term jitters
Take a short timeout before summer is over to consider retirement savings.
Many folks grapple with this situation: do I save for my own retirement or do I help my kids with college expenses? My bottom line answer is this: your kids can get low interest loans for college -- you can’t do that for retirement. Easy to say, but there's a lot more to it than … Continue reading Retirement & College on sale!