The Role of L Funds for Federal Government Employees
Learn how TSP L Funds work, what they are made of, and how to decide between L Funds and individual TSP funds. Understand how glide paths change over time and why investing with purpose matters.
Understanding Risk: How to Take the Right Kind, Not Avoid It
Risk is not the enemy. It is the price of progress.
The goal of financial planning is to understand it and take it intentionally.
The Most Overlooked Wealth-Building Tool During Open Enrollment
Many companies are in the middle of open enrollment season so it is a great time to revisit the Health Savings Account (HSA)- a savings tool that is often overlooked but offers meaningful long-term benefits.
Which Retirement Income Style Are You?
Your Retirement income style determines how you will receive income for the rest of your life. It is important to establish a framework that supports your preferred income style before you retire.
6 Retirement Questions Government Empoyees Should Ask
6 Retirement questions to ask to make the transition from the workforce to retirement seamless.
Market Week: Feb 24, 2025
Wall Street saw stocks close lower last week as investors soured on risk following the release of weaker-than expected economic data and inflation worries. Each of the benchmark indexes ended the week in the red.
Top Performing Stock Market Sectors in 2024
In 2024, nearly all S&P 500 sectors posted gains in a year defined by AI enthusiasm and a robust U.S. economy. Overall, 66% of companies ended the year in positive territory as the index achieved its best two-year performance since the late 1990s.
The Federal Thrift Savings Plan
The Federal Thrift Savings Plan (TSP) is a tax-deferred retirement savings and investment plan set up to help federal civilian employees and military personnel save for retirement.
Tax Credit Sampler
A tax credit reduces the income tax you may have to pay. Unlike a deduction, which reduces the income subject to tax, a credit directly reduces the tax itself.
Year-End Tax Planning Basics
The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2024 tax year.