5 Important Tax Considerations for Your Financial Planning
It is critical to consider taxes as part of your overall financial planning to ensure you aren’t leaving money on the table. Taxes can be complex, so the importance of a proper tax strategy also can’t be overstated. However, not every strategy is right for everyone, so it’s also important to seek professional advice and consult your trusted advisor.
Retirement Planning: Social Security COLA and Portfolio Considerations
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been compounded by inflation over the past several years, which has eroded the purchasing power of cash savings.
Presidential Elections & the Stock Market
The surprising results of presidential elections and their impacts on the performance of the stock market.
2022 Asset Classes vs Indices
What is Financial Planning?
What is Inflation and Why Should you Care?
Market Commentary and You
Over the last 10 years the market has been in Bull territory with minor exceptions. Market commentary from Silver Oak Leaf Financial Services.
Stay the Course
Retirement Plan Options for the Self-Employed
There are five main choices for the self-employed or small-business owners: an IRA (traditional or Roth), a Solo 401(k), a SEP IRA, a SIMPLE IRA or a defined benefit plan.
One MOAA Member’s Path to $1 Million in TSP Investments
Becoming a TSP millionaire is simple. Invest every payday and watch your portfolio grow. Evaluate your financial risk tolerance and accept the highest financial risk you are comfortable with and stay invested in the TSP.