facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck
%POST_TITLE% Thumbnail

10 Tips to Get Your Financial Plan on Track in the New Year

10 Tips to Get Your Financial Plan on Track in the New Year


This article was written (not by me) for Federal employees, but the concepts apply to everyone.  Not a government employee?  Just substitute 401(k) or 403(b) wherever you see TSP and note that FERS is the acronym for the retirement system most Feds are in and CSRS is the old system that applies to people who started before 1987.

Tip #1: Make sure that your spouse or significant other is involved. It’s critical that you’re on the same page as your spouse. There is one  thing that I really took away from my time in the Marine Corps, and that  is ‘perspective’. What you see depends on where you sit.  That happens  in an organization like the military as well as in a marriage. Make sure  that both of you are involved in these important decisions so that both  of your perspectives can be taken into consideration when planning for  your financial future and retirement.

Tip #2: Identify your financial goals.


Continue Reading  -- https://www.myfederalretirement.com/10-tips-new-year/


As always, if you get a bit of value from this post, please share on these or any other social media platforms.