What is a TSP (Thrift Savings Plan)?A TSP is a type of pension investment program open only to federal employees and uniformed military personnel, including Ready Reserve. It is a...
Posted by James Financial Services Inc on 12/27/2021
Every new retiree should ensure that they take full advantage of all tax breaks they get, especially if they are on a fixed income. Don’t forget that you need to confirm your...
Posted by Karen Munoz, EA on 09/20/2021
A charitable gift annuity is a contract between a charity and a donor bound by some terms explained below:The donor makes a considerable gift to the charity via cash, security or other...
Posted by Rosovich & Associates, Inc. on 08/24/2021
Calculating how much you will need for your retirement and understanding the different products and their benefits are important to your financial well-being. Fixed index annuities...
Posted by The TaxAdvocate Group, LLC on 07/06/2021
The days in which one is limited to a single source of income are over. Many people can now monetize their skills and make money in their free time. The gig economy is increasing rapidly,...
Posted by CORE PERFORMANCE on 06/11/2021
There is no investment that is risk-free. However, being smart with an investment that meets your goal can bring down stock and bond risk, provided it meets your risk profile. Although,...
Posted by Tiffany Gaskin on 03/30/2021
There are many expenses you will likely be faced with on retirement. One of the biggest is housing. Carrying mortgage debt to your retirement might be uncomfortable as you are on a...
Posted by Abundant Wealth Planning LLC on 08/30/2020
Real estate investment trusts (REITs) are the main concern when constructing any equity or fixed-income portfolio. They offer greater divergence, possibly higher total returns and/or...
Posted by James Financial Services Inc on 06/23/2020
Everyone is affected by the Coronavirus pandemic. Retirees on a fixed income will feel the effect even more. Retirement accounts no longer hold the same value, and the interest on...
Posted by The TaxAdvocate Group, LLC on 06/22/2020
