President Trump signed the TSP Modernization Act of 2017 on November 17, 2017. The new law allows the TSP to loosen some current restrictions on withdrawals
As December 31 approaches, I review my clients’ taxable investment accounts for “tax-loss harvesting” opportunities.
Tax-loss harvesting is an important
Bitcoin -- a “digital currency” or “digital money” -- is receiving a lot of attention. Not surprising since the Bitcoin price increased 1700% this year, from
Your home may be at greater risk of flooding than you think. Storms are not the only cause of floods. And global warming increases flood risks from storms
S&P 500 Index funds are one of the most common investments for individual investors. But what are “index funds” and how do they compare to “indexes?”
Indexes
A good way to describe stock and bond market returns during the first six months of 2017 is “placid.” As in low volatility with a gradual upward trend. That is
A good way to describe TSP Fund returns – and the stock and bond markets -- during the first six months of 2017 is “placid.” As in low volatility with a gradual
Worried about running out of money during retirement? Well, that's a legitimate concern. But "running out of money" isn't a very exact term.
Most retirees
President Trump’s budget proposal, submitted to Congress today, would reduce pay and retirement benefits for Federal employees and retirees. The two biggest
Constant Contact recently named Arthur Stein, CFP(R) a 2016 “All Star Award” winner. The annual award recognizes the most successful 10 percent of Constant