Канал: Justin Holtz, Financial Advisor

Federal Employee 4 Years From Retirement: How Much Income Will We Have?

Federal Employee 4 Years From Retirement: How Much Income Will We Have?

One Big Mistake Federal Employees are Making (2.0)

One Big Mistake Federal Employees are Making (2.0)

How Much Do We Need To Save in Retirement Accounts If We Have a FERS Pension?

How Much Do We Need To Save in Retirement Accounts If We Have a FERS Pension?

Can I Retire Early? Answer These Questions.

Can I Retire Early? Answer These Questions.

How Much Do I Need to Make in Private Industry Salary to Make up for Losing a FERS Pension?

How Much Do I Need to Make in Private Industry Salary to Make up for Losing a FERS Pension?

FERS Pension: How Much Do Employees Contribute & What's the Return On Investment?

FERS Pension: How Much Do Employees Contribute & What's the Return On Investment?

Federal Employees: How to Create a Retirement Income Worksheet

Federal Employees: How to Create a Retirement Income Worksheet

5 Risks to Your Retirement in Your 50’s

5 Risks to Your Retirement in Your 50’s

Client Situation: Will $1 Million be Enough to Retire and Fund My Dream?

Client Situation: Will $1 Million be Enough to Retire and Fund My Dream?

Federal Employee: Should I Retire at 60 or 62?

Federal Employee: Should I Retire at 60 or 62?

10 Financial Tips For New Federal Employees

10 Financial Tips For New Federal Employees

How to Manage My Investments as I Approach Retirement?

How to Manage My Investments as I Approach Retirement?

5 Things the TSP Can't Do

5 Things the TSP Can't Do

Don't Hire a Financial Advisor Until You Find This.

Don't Hire a Financial Advisor Until You Find This.

45 Years Old with $600K: Are We Behind Financially?

45 Years Old with $600K: Are We Behind Financially?

How Can We Take Our Money to the Next Level?

How Can We Take Our Money to the Next Level?

How to Manage an Overseas Assignment - Federal & Government Employees

How to Manage an Overseas Assignment - Federal & Government Employees

Retirement Income Framework: Do Buckets Work Different for Federal Employees?

Retirement Income Framework: Do Buckets Work Different for Federal Employees?

TSP 2024 Mid-Year Review | Thrift Savings Plan Performance

TSP 2024 Mid-Year Review | Thrift Savings Plan Performance

Can We Afford A Vacation Home Now?

Can We Afford A Vacation Home Now?

Federal SES 10 Years Until Retirement: Are We on Track?

Federal SES 10 Years Until Retirement: Are We on Track?

TSP Allocation: 73 Years Old - Am I Taking Too Much Risk?

TSP Allocation: 73 Years Old - Am I Taking Too Much Risk?

When and How To Rebalance Retirement Accounts

When and How To Rebalance Retirement Accounts

Federal Employees: Retiring at Minimum Retirement Age

Federal Employees: Retiring at Minimum Retirement Age

Who We Work With, How We Do It, and the Benefits of Having a Financial Advisor.

Who We Work With, How We Do It, and the Benefits of Having a Financial Advisor.

Things Federal Employees Wish They Knew Earlier

Things Federal Employees Wish They Knew Earlier

How Much House Can I Afford to Buy?

How Much House Can I Afford to Buy?

Financial Planning: Be More Tax-Efficient with Your Investments

Financial Planning: Be More Tax-Efficient with Your Investments

I'm 56 With $250,000 in TSP - When Can I Retire?

I'm 56 With $250,000 in TSP - When Can I Retire?

What Reductions Are There to My FERS Pension?

What Reductions Are There to My FERS Pension?

3 Steps to Overcome Financial Burnout

3 Steps to Overcome Financial Burnout

How Much Do You Need in a TSP or IRA Before RMDs Push you into Higher Tax Bracket?

How Much Do You Need in a TSP or IRA Before RMDs Push you into Higher Tax Bracket?

When is it Too Late to Start a Roth IRA, TSP, or 401(k) Account?

When is it Too Late to Start a Roth IRA, TSP, or 401(k) Account?

How to Estimate Your FERS Annuity to include Pay Raises & Grade/Step Increases

How to Estimate Your FERS Annuity to include Pay Raises & Grade/Step Increases

What if My Child Doesn't Use Their 529 for Education Expenses?

What if My Child Doesn't Use Their 529 for Education Expenses?

Small Wins Add Up Big

Small Wins Add Up Big

How to Create a Successful Retirement

How to Create a Successful Retirement

Federal Employee: Can I Retire Early -- Age 57?

Federal Employee: Can I Retire Early -- Age 57?

Two Questions to Consider Right Now

Two Questions to Consider Right Now

Is a TSP Lifecycle Fund Right For Me?

Is a TSP Lifecycle Fund Right For Me?

What Should I Do With the TSP When I Retire?

What Should I Do With the TSP When I Retire?

How to Start Investing (or get better at it)

How to Start Investing (or get better at it)

How Much Should I Contribute to the Thrift Savings Plan (TSP) to Maximize the Match?

How Much Should I Contribute to the Thrift Savings Plan (TSP) to Maximize the Match?

Plan and Invest with Your TSP

Plan and Invest with Your TSP

Numbers to Know for Federal Retirement

Numbers to Know for Federal Retirement

The Ultimate Year-End Financial Checklist

The Ultimate Year-End Financial Checklist

Use Your Income to Build Wealth

Use Your Income to Build Wealth

This is the biggest thing holding you back in your finances

This is the biggest thing holding you back in your finances

Is Federal Employee Group Life Insurance Good Insurance?

Is Federal Employee Group Life Insurance Good Insurance?

How To Create a One Page Financial Plan?

How To Create a One Page Financial Plan?

How is A FERS Pension Taxed?

How is A FERS Pension Taxed?

Should Federal Employees Pay-Off Mortgage Before Retirement

Should Federal Employees Pay-Off Mortgage Before Retirement

Can We Double Our TSP in 10 Years?

Can We Double Our TSP in 10 Years?

How to Retire With a FERS Pension

How to Retire With a FERS Pension

Where Should I Store Important Financial Documents?

Where Should I Store Important Financial Documents?

Create Your Own Financial Plan

Create Your Own Financial Plan

What You Need to Know About Your Federal Retirement Benefits - Total Compensation Statement.

What You Need to Know About Your Federal Retirement Benefits - Total Compensation Statement.

Keys to Faster Growth

Keys to Faster Growth

How to Make Better Impulse Purchases

How to Make Better Impulse Purchases

How Does the FERS Annuity Special Retirement Supplement work?

How Does the FERS Annuity Special Retirement Supplement work?

Should You Retire Early Under VERA?

Should You Retire Early Under VERA?

15-year or 30-year Mortgage?

15-year or 30-year Mortgage?

Roth v. Traditional

Roth v. Traditional

What is the Best Age to Retire for Federal Employees?

What is the Best Age to Retire for Federal Employees?

How to Plan for Your Bonus

How to Plan for Your Bonus

4 Easy Steps to Create a Financial Plan

4 Easy Steps to Create a Financial Plan

How to Get Paid on Long-term Savings

How to Get Paid on Long-term Savings

Should You Change Your 401k Matching Contribution to Roth?

Should You Change Your 401k Matching Contribution to Roth?

How To Create a Reward System

How To Create a Reward System

Thinking About Creating a Financial Plan?

Thinking About Creating a Financial Plan?

How Much Do You Need to Save For a $100k Retirement Income

How Much Do You Need to Save For a $100k Retirement Income

How To Pay Less Tax in Retirement Years

How To Pay Less Tax in Retirement Years

Investing at 40: How Much Will You Have at 62?

Investing at 40: How Much Will You Have at 62?

Can You Transfer a 529 plan to Roth IRA?

Can You Transfer a 529 plan to Roth IRA?

7 Financial Mistakes Federal Employees Can Avoid

7 Financial Mistakes Federal Employees Can Avoid

Set Yourself Up to Pay Less Tax

Set Yourself Up to Pay Less Tax

How Much Do You Need to Save to Retire with a $100,000 Income

How Much Do You Need to Save to Retire with a $100,000 Income

Should You Rollover Your 401(k)?

Should You Rollover Your 401(k)?

Questions to ask a Financial Advisor

Questions to ask a Financial Advisor

4 Easy Steps to Better Spending and Investing

4 Easy Steps to Better Spending and Investing

What is a Financial Ecosystem

What is a Financial Ecosystem

How to Deliver More Value In Personal Relationships

How to Deliver More Value In Personal Relationships

How to Reset Your Financial Mind

How to Reset Your Financial Mind

Make Your Money Work for You -- Avoid These Mistakes

Make Your Money Work for You -- Avoid These Mistakes

5 Steps to Grow Your TSP Account

5 Steps to Grow Your TSP Account

How to Create a Better Mindset?

How to Create a Better Mindset?

Is Housing a Good Investment?

Is Housing a Good Investment?

Cash Flow Planning Will Set You Free

Cash Flow Planning Will Set You Free

The Economy & Markets Move in Cycles

The Economy & Markets Move in Cycles

Should You Pay Off Your Auto Loan?

Should You Pay Off Your Auto Loan?

Where Should We Invest Right Now?

Where Should We Invest Right Now?

How to Think Like a Value Investor

How to Think Like a Value Investor

How Does High Inflation Impact Retiring?

How Does High Inflation Impact Retiring?

One Big Mistake Federal Employees are Making

One Big Mistake Federal Employees are Making

Can We Afford a Vacation Home?

Can We Afford a Vacation Home?

How to Create a Self Employed Retirement Plan

How to Create a Self Employed Retirement Plan

Why One Family Had to Sell Their NFL Team

Why One Family Had to Sell Their NFL Team

How I Became a Financial Advisor

How I Became a Financial Advisor

How To Retire..

How To Retire..

10 Things for Federal Employees to Plan for Retirement

10 Things for Federal Employees to Plan for Retirement

How to Get Your Portfolio Back to Even in a Down Market

How to Get Your Portfolio Back to Even in a Down Market

Where to Focus in a Down Market

Where to Focus in a Down Market

Will You Be Required to Use the Roth TSP?

Will You Be Required to Use the Roth TSP?

Mother's Day, Markets, & Roth Conversions

Mother's Day, Markets, & Roth Conversions

Financial Literacy, Minimizing Taxes in 2022, Take a Hike

Financial Literacy, Minimizing Taxes in 2022, Take a Hike

Weekly Note - The Art of Anticipation

Weekly Note - The Art of Anticipation

Should I Use the TSP Mutual Fund Window? Initial Thoughts..

Should I Use the TSP Mutual Fund Window? Initial Thoughts..

It's Always Something

It's Always Something

5 Truths in Financial Planning

5 Truths in Financial Planning

What is Tax-loss Harvesting?

What is Tax-loss Harvesting?

What You Need to Know Before Doing a Roth Conversion

What You Need to Know Before Doing a Roth Conversion

TSP Withdrawal Rules You Need to Know!

TSP Withdrawal Rules You Need to Know!

How to Plan for Retirement Expenses

How to Plan for Retirement Expenses

How to save for your kids college education without ignoring retirement

How to save for your kids college education without ignoring retirement

Should Federal Employees pay-down their Mortgage?

Should Federal Employees pay-down their Mortgage?

Top 9 TSP Mistakes Federal Employees Make

Top 9 TSP Mistakes Federal Employees Make