The TSP is changing the benchmark for its I Fund. Here are the details. Non-participants may also find the content relevant if you have an international fund or want to get exposure to that space.
Read MoreOnce you start having different types of accounts, we need to be aware of the tax piece and this concept called asset location. There's different types of accounts that we can use to hold and invest our money. Each of those types of accounts have different tax characteristics, and we can use those differences to our advantage.
Read MoreThe #1 Thing I Wish Every CalSTRS Employee Knew
Read MoreI will be receiving an unexpected bonus shortly. I want to do something smart with the money - any ideas?
Read MoreThe 3 Biggest Mistakes I see with DIY Financial Plans
Read MoreFinancial steps to take before the wedding.
Read MoreI want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?
Read MoreHow should you title your assets? This guide will help you understand your options,
Read MoreI remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?
Read MoreThe stock market had a rough 2022 with the S&P losing close to 20%. While the stock market and the economy are related and often discussed together, they are not the same thing.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
Join our monthly educational newsletter. We curate interesting articles, tips to protect your money, and books worth reading as your resource for all things financial.
© Planning Within Reach, 2014-2024. All Rights Reserved. Disclosure | Privacy | ADV
![The TSP’s I Fund is Changing [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1726767306699-E4XUQJ4WY7OPKFTOLRBF/The+TSP%E2%80%99s+I+Fund+is+Changing.png)
![Asset Location - Why are My Accounts Performing Differently? [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1718213071628-PJFQJXCNIRU6OKPYCXBI/Asset+Location+-+Why+are+My+Accounts+Performing+Differently.png)
![The #1 Thing I Wish Every CalSTRS Employee Knew [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1711564636543-RYFU2JZXOOD0CPB3OP0H/Retirement+Tip+for+CalSTRS+Employees.png)
![The 3 Biggest Mistakes I see with DIY Plans [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1706828046223-CZJQM1EG1Q60UVXROS9L/Ask+Linda+%282%29.png)
