A New Administration Gets Down to Business January Recap and February Outlook January seemed to go...
For Individuals
The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving...
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2020: Presidential Tax Plan
Democratic Presidential nominee Joe Biden has released a tax plan that could seek to increase taxes on high net worth individuals. Although it is a campaign platform, it provides insight into the intended direction and changes that could take effect. Though it is...
Educators Retiring in 2020
Written by Mason Moses. As an educator who may be considering retirement, it is important to evaluate how you can maximize your benefits. 2020 has been the most difficult time many professionals have faced within the educational field, making the desire to...
Not Every Financial Shock Makes the News
Written by: Mason MosesIt has been challenging over the last several months to turn on the news and not hear the talking heads discuss how the COVID-19 financial shock has impacted the economy short-term and the potential long-term ramifications. COVID-19 aside, many...
The Financial Planning Jigsaw Puzzle
You sit down with a financial advisor, they ask a few questions and they recommend your investment plan should be 60% stock and 40% bonds. That mix of assets has been recommended for decades and for some it may be the right strategy. Our view of financial planning is...
FinPath as a Beacon in Uncertain Times
Unless you’ve been on a deserted island or are returning from an interstellar voyage in space, you know COVID19 has wreaked havoc on every aspect of normal life across the globe. Many have lost their job, have watched helplessly as friends and loved ones have fallen...
4 steps to help you create a budget so you can build savings and retire with confidence
Written by Doug White. You need a budget if you... Wonder where all your money went each month. Have goals for savings but you don’t think you have any money to save. Haven’t started putting anything away towards retirement or other long term goals. Have debt that...
History Tells Us the Financial Sun Will Shine Again
Written by Mark Essenfeld, CFP®. When I was quite young, the next-door neighbors were Mr. & Mrs. Hansen. I didn’t know their first names as kids addressed adults Mr. & Mrs. at that time. It seemed to me that Mr. & Mrs. Hansen were really old, probably...
Writing an Impactful Financial Plan Can Increase Your Success by 42%
A good financial plan addresses a number of financial aspects: goals, savings, investments, taxes, insurance, and estate plans. Your financial plan will be a snapshot in time that predicts your retirement savings and income based on your current behaviors. At the end...
5 Tools For Children on Financial Habits: Written by a Father of Three
Following the recommendations of our elected and government officials to stay home and stay safe has provided the opportunity for many of us to spend more time with family. Whether it is going on walks, playing board games, watching movies, or simply just enjoying...
![[Video] Buying into a bear market](https://tcgservices.com/wp-content/uploads/2020/04/buying-into-a-bear-market-tcg-400x250.jpg)
[Video] Buying into a bear market
Listen to our very own Dennis Bielik, CFA®, CFP®, FRM and John Fowler, CFP® discuss opportunistic buying strategies during the current bear market with stocks and puts. Check out how this works with a popular stock like Apple. Financial assistance is available!...