A new law made significant changes for some IRAs, 401Ks, TSP and 529 plan participants and in other areas.
Tax savings may not be your primary motivation for charitable giving, but it does make sense to save on taxes when you can legally do so.
Maybe you knew interest rates have declined. But did you know the decline has occurred over the last 629 years?
Leadership Howard County selected Tanya Rapacz, CFP, Senior Financial Advisor at Arthur Stein Financial, LLC, to participate in the organization’s Leadership
Whether or not to pay off a mortgage early is an important part of retirement planning.
Last week I spent a day advising Senate employees. Many were investing as much as they could in the TSP. In some cases, I suggested they invest less. Why?
Patience was rewarded in the first quarter of 2019. After significant declines during the fourth quarter of 2018, stocks worldwide rebounded during the first
The test occurred in December, when stocks sharply declined. As an example, S&P 500 Index funds were down 9% for the month. The annual high for S&P 500 Index
Retirement accounts (401k, TSP, 403b) are not investments. Mutual funds are not investments. Neither are IRAs.
Now before you start feeling like I just
2018 was not kind to investors in the Thrift Savings Plan (TSP) stock funds. The C and S Funds sharply declined in the fourth quarter and were down for the year
The terms “safe” and “low risk” are often used to describe the TSP bond funds (G and F). When TSP investors hear that the G and F Funds are safer, many take it
Has this been a good or a bad year for stocks? Well it does depend upon your definition of the word “year.”
From the beginning of this year (Year-to-date or