Consistency amidst uncertainty

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This week on ForYourBenefit, our host, Bob Leins welcomes Dwayne Jackson, CPA, CFO and Principal at Rembert | Pendleton | Jackson.

Significant current activity regarding Federal employment and financial markets often generates the question “How does this impact me?”  To answer this question, we will discuss these topics:

  • Set goals for 2017 for savings, spending, family and work.
  • Time to establish and/or review your plan:
    • Insurances
    • Cash flow
    • Taxes
    • Education
    • Retirement
    • Estate planning
  • Match your investment strategy to your goals for the short term, intermediate, long term
  • Verify TSP contribution rates and election of catch-up
  • F-Fund versus G-Fund in a rising interest rate world

For questions or comments, or if you would like to request a particular subject be discussed, email us in advance at ForYourBenefit@nitpinc.com or call 202-465-3080 this coming Monday.  Program begins at 10:05 ET and questions are accepted between 10:20 AM and 10:55 AM.