The L Funds are intended to meet the investment needs of Thrift Savings Plan (TSP) participants with time horizons that fall into 10 different date ranges. The 10 L Funds were designed for the TSP by Mercer Investment Consulting, Inc. The asset allocations are based...
Golden Rules for Retirement Investing 1. Determine the purpose of your money–What do you want your investment to accomplish. 2. Understand how the investment options work in good times and bad. There is no single investment that always makes money. Best to...
Considering recent events (fires, floods, hurricanes, tornadoes, terrorist attacks), it is always a good idea to be prepared for the worst case scenario. Everyone should know where their important documents are, have back-ups and have a kit assembled so that it can be...
These three elements are essential to a successful financial plan: Net Worth Cash Flow Financial Goals You can and should do these for yourself. A professional financial planner could do these things, but you will need to provide the raw data and only you can set your...
In the fifth phase of retirement you need to plan for the inevitable. During this phase we must all deal with the things that we frequently put off: Wills Trusts Durable Power of Attorney for Financial Affairs Advance Directives Durable Power of Attorney for Medical...
