June 25, 2018 – Host Bob Leins welcomes Dwayne Jackson, CPA, CFP and Principal at Rembert | Pendleton | Jackson. Financial planning in uncertain times can be challenging. Is an effective strategy even possible? Educating yourself about the variables and then developing and sticking with your plan in good times and in bad is key.
Today’s discussion will include:
Contingency planning in uncertain times
Changes in Federal benefits and adjustments being considered
High-5 verses High-3
Projecting rates of return for the TSP Funds – impact on long-term planning