📣Tip Of The Day 📣 TSP Performance Update: August 2024 📈 Another solid month for the TSP! All funds posted gains: The G, F, C, S, and I Funds all saw positive returns in August. (G Fund: 0.35%, F Fund: 1.43%, C Fund: 2.42%, S Fund: 0.25%, I Fund: 3.15%) Strong performance in equities: The C, S, and I Funds outperformed the fixed income funds G and F. L Funds continued to grow: All L Funds posted gains, reflecting the benefits of automatic asset allocation. Want to know more about how these results impact your retirement savings? Let's connect and discuss! 📆 Set up your TSP Review today #TSP #retirementplanning #FERSretirement #financialadvice #federalemployees #investment #markettrends #TSPplanning #FERS
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Chartered Federal Employee Benefit Consultant | ChFEBC℠ | FERS/CSRS Educator | FERS Retirement Specialist | Tax Planner | Retirement Adviser
TSP Did ok in August All TSP funds made money in August. Stock funds did better than bond funds. If you have L Funds, they also did well. Want to know how this affects you and your retirement? Let's connect and chat about your TSP plan!
📣Tip Of The Day 📣 TSP Performance Update: August 2024 📈 Another solid month for the TSP! All funds posted gains: The G, F, C, S, and I Funds all saw positive returns in August. (G Fund: 0.35%, F Fund: 1.43%, C Fund: 2.42%, S Fund: 0.25%, I Fund: 3.15%) Strong performance in equities: The C, S, and I Funds outperformed the fixed income funds G and F. L Funds continued to grow: All L Funds posted gains, reflecting the benefits of automatic asset allocation. Want to know more about how these results impact your retirement savings? Let's connect and discuss! 📆 Set up your TSP Review today #TSP #retirementplanning #FERSretirement #financialadvice #federalemployees #investment #markettrends #TSPplanning #FERS
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𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐒𝐈𝐏 𝐟𝐨𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 One of the best methods for retirement savings has been shown to be a Systematic Investment Plan (SIP) using equity mutual funds. A fixed sum can be invested into a mutual fund using SIP at regular periods, usually once a month. 𝑇ℎ𝑖𝑠 𝑠𝑡𝑟𝑎𝑡𝑒𝑔𝑦 𝑑𝑖𝑣𝑖𝑑𝑒𝑠 𝑡ℎ𝑒 𝑖𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝑖𝑛𝑡𝑜 𝑠𝑚𝑎𝑙𝑙𝑒𝑟, 𝑚𝑜𝑟𝑒 𝑟𝑒𝑔𝑢𝑙𝑎𝑟 𝑝𝑎𝑦𝑚𝑒𝑛𝑡𝑠 with the goal of making mutual fund investments more accessible and manageable for individuals. Investors can take advantage of the flexibility and compounding power of SIP investing, which improves returns and offers higher risk-adjusted performance. Building wealth becomes more important than just conserving it, especially in light of inflation, falling interest rates in traditional investment options, and the desire for higher post-tax real returns. In this regard, mutual fund SIPs and stocks as an asset class seem to be a perfect fit for the demands of the modern world. Long-term, they have the potential to yield significant rewards. #LICMF #SIP #AMC #Retirement #financialplanning
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We believe I bonds are a great supplement to your emergency fund, money market, CD, and traditional savings account. Are they a good investment for retirement? Here's what you need to know: https://lttr.ai/AQvu6
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Planning Retirement: 10 Crore Mutual Funds Portfolio at the Age of 60 Starting early is key. If you begin investing at age 30, you'll need to SIP around ₹15,000 per month. However, if you start at age 25, your SIP requirement drops to around ₹7,000. #RetirementPlanning #Investment #SIP
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Head of Client Strategy at Palise Property | Founder CP Data | Host of Australia's #1 Commercial Property Podcast - The Commercial Property Show Australia | Owner Operator Alliance Self Storage
Watch This Before You Touch Your Super Fund Setting up a Self-Managed Super Fund (SMSF) is a significant financial decision that requires careful consideration. The process involves multiple steps and can take time to complete. It's essential to fully understand the timeline and the various components involved to make informed decisions. From establishing the fund structure to obtaining necessary approvals, this guide will break down the key stages of the SMSF setup process. #smsf #retirement #super #SMSF #superannuation #retirementplanning #financialplanning #investing #wealthcreation #propertyinvestment #shares #etfs
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Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment trusts, holding $1.76 trillion in assets compared to $1.71 trillion in CITs, TDF assets in CITs are expected to overtake assets in mutual funds this year as fiduciaries continue to look for ways to reduce fees and access innovative solutions. TDFs offer participants many advantages: a simplified investment decision-making process, diversification by professional fund managers, automatic rebalancing, a glide path strategy that adjusts risk over time, and much more. Given the popularity of these funds, plan sponsors should help ensure participants understand how their TDF works to maximize their potential benefits — and avoid common missteps that can undermine their retirement strategy. Discover additional advantages of TDFs in this month's Retirement Times! #cits #tdfs #retirement #retirementsavings #401k
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Investors pay for mutual fund fees through higher expenses & loads. 🤑No such thing as no-load funds. 💸Money managers may shift burden but you're still paying. 💰Look for ETFs to lower costs. 🤝️ #InvestingWisdom #FinancialPlanning #StayFocused #wealthprotection #financialfreedom #ProtectWealth #wealthmanagement #NextGenerationWealth #FinancialEducation #retirement
PW02 - Capitalizing on Chaos - 13 - How the financial industry hides fees
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Shatter Money Myths: Optimise Investments with Mutual Funds #BeTheBetterInvestor Open An Account Now & Get Proper Guidance of a Mutual Fund Distributor - http://p.njw.bz/58773 #investment #mutualfund #MonthlySIP #sip #retirement #RetirementKiSIP #elss #financialplanning #wealthcreation
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Shatter Money Myths: Optimise Investments with Mutual Funds #BeTheBetterInvestor Open An Account Now & Get Proper Guidance of a Mutual Fund Distributor - http://p.njw.bz/58773 #investment #mutualfund #MonthlySIP #sip #retirement #RetirementKiSIP #elss #financialplanning #wealthcreation
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Maximize your returns and minimize risk with our professional investment management team. www.summitwealth.net #summitwealth #financialplanning #money #401K #investment #retirement #retirementplanning #finances #personalfinances
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