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About | Contact | Glossary | Code of Ethics | Terms of Use | Privacy Policy | Website Accessibility
Understanding Your T.S.P. Options and Decisions.
/in Retirement Planning/by Jim JungeLongevity Risk, Investment Risk Withdrawal Options, IRS Life-Span, Assumed Growth, Payment Adjustments Control of Assets, Beneficiaries T.S.P Modernization Act of 2017 When you retire, there are some decisions to consider that will impact the financial quality of your future years. For Federal and USPS employees, nothing is more critical than managing your TSP funds properly. […]
New Year New Hopes
/in Retirement Planning/by Library of Financial ArticlesHappy New Year. The time of year where we often reflect upon the previous year and take inventory of what we have accomplished and where we fell short. Many people (myself including) take the time to set goals for the upcoming year, but just saying what we want to happen isn’t enough. If you […]
If You Don’t Get What You Want: Sue Them
/in Retirement Planning/by Bill BroichKentucky Retirement Systems outsourced pension money with excessive fees Kentucky state employees recently filed suit against several private equity firms and their failure to provide rates of returns as expected. According to the lawsuit, Kentucky Retirement Systems, invested between $1.2 billion and $1.5 billion, with: • Blackstone Group • KKR • Capital Partners and […]
Play Like A High Roller
/in Retirement Planning/by Library of Financial ArticlesRecently my husband and I went to Las Vegas to attend a training seminar for his business. While walking through the casino to get to our room, I watched people at various gambling games. I had to wonder how much money was being lost while trying to win big, and then it hit me. […]
It’s All About Planning
/in Retirement Planning/by Library of Financial ArticlesWhen it comes to tax planning, many people don’t know all their options. And therefore, I tell my clients that it is imperative that I work with their CPA to make sure that I can give my clients the highest income possible while paying the least amount of taxes. I see different areas of tax […]
Healthcare Is The Biggest Social Issue Of The 21st Century
/in Retirement Planning/by Rick J. HahnPlease pay attention: The most significant problem facing retirees is not the cost of the insurance, it is the cost of medical reimbursements from Medicare. Our Government has to reduce spending somewhere! Seeing a doctor for a medical issue is covered by Medicare, but what is happening is the amount paid to the medical […]
Old News And New News Are Still The Same News
/in Investing, Retirement Planning/by Rick J. HahnIt may be “old” news (anything older than 30 days is old news), but the recent Wells Fargo scandal highlights the need for more Wall Street scrutiny. Wells Fargo, one of the oldest, most respected names in the brokerage business got its hand caught in the cookie jar. Over 5000 advisors nationwide were involved in fraudulent practices…a […]
Big Changes Coming To Estate Tax Planning
/in Estate Planning/by Bill BroichReducing estate tax liability is getting more complicated A very significant thing has recently happened regarding estate taxes. The significance of this chance is far-reaching, the agent that grasps this will be far ahead of the competition. Not only will this rule change make a huge difference is how estates are handled in regards to […]
Our Government Has Mortgaged Our Future
/in Retirement Planning/by Bill BroichDebt, how can we owe so much? Our National Debt is now officially $21 Trillion. The debt is $67,000 for each man, woman, and child in America; Congress has mortgaged all of our future. The national debt limit has been raised 74 times since 1962. The most recent increase was for $318 billion, allowing […]
The Death Spiral of the American Health Insurance System
/in Investing/by Bill BroichRecently, updates on the actual cost of the Affordable Care Act have disclosed severe issues that could cost the American taxpayer billions. The report has included that actual cost in both Medicare expense and user expenses unexpectedly have increased. What went wrong? We had predicted that insurance rates would rise based on personal experiences with […]