Financial Planning for Government Employees
801 International Pkwy Suite 500
Lake Mary,
FL
32746
Phone:
- (800) 839-9248
For Individuals & Families
• Expert financial advice
• 401(k) guidance & rebalancing
• Investment portfolio review
& recommendations
• Tax advantaged retirement planning
• Risk management & insurance
For Government Employees
• Employee benefits analysis
• FERS, CSRS, TSP
• TSP Rollover changes & options
• Strategic TSP allocation & rebalancing
• State of Florida FRS & Drop choices
For Business
• 401(k) allocation & rebalancing
• Specialized Federal tax incentives
• Property tax reduction
• Hiring incentives & tax credits
• Business expense reduction
Newsletters
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,386.98 | +0.68% |
| Dow Jones Transportation | 10,331.09 | +1.13% |
| Dow Jones Utilities | 828.87 | +0.42% |
| Nasdaq 100 | 11,267.08 | +1.27% |
| NYSE Composite | 12,729.17 | -0.02% |
| AMEX Composite | 2,141.35 | -0.09% |
| PHLX Semiconductor Index | 2,204.94 | -0.12% |
| OSX Oil Service Sector Index | 37.80 | -2.56% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.