Building Wealth, Family and Finances, Financial Planning, Investing, Retirement Planning
The Thrift Savings Plan (TSP) is a retirement savings and investment plan exclusively available to federal employees and members of the uniformed services. It offers numerous advantages, including diverse investment options, low costs, and tax benefits. This makes it...
Investing, Market Events, Retirement Planning
It’s fair to say that no one is forgetting 2020 any time soon. As the year turned, we heard rumors about a virus in Wuhan, China. Like previous outbreaks, most of us paid it a glancing notice and then went on about our day. Then in March, everything started to...
Investing, Retirement Planning, Tax Planning, Videos
Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video. Video Transcription: Hey, my name is Kevin Conard. If you’re...
Investing, Retirement Planning, Videos
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That’s why we created this 3-minute video about how rebalancing your investment portfolio can help...
Market Events, Retirement Planning, Tax Planning
While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all states have complied with this extension. For instance, on April 2, 2020, the state of Kansas announced that they will now be moving their 1st...
Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
