Archive for the ‘ Blog ’ Category

Does investing in the thrift savings plan lower your income earnings?

Be Wary of Brokers’ Giveaways

Inducements to open accounts can come with hidden costs. Expect the tax man to come calling.

View full post on WSJ.com: Retirement Planning

CASA’s Zach Churchill on Mike Duffy Live


Zach Churchill, the national director of the Canadian Alliance of Student Associations discusses MP Dan McTeague’s bill, which would give Canadians a tax break when contributing to Registered Education Savings Plans. Churchill notes that any help for students is a good thing, and an investment in the economy, but notes that this plan will mostly help middle and higher income Canadians and that more needs to be done to target those who are unable to access higher education in the first place.

10 Necessities for a Great Retirement Spot

Here is how to select the ideal place to retire.

View full post on U.S. News – Money – Retirement Planning, News, and Advice

New Resources for Caregivers

Caring for an elderly relative is costly and time-consuming—and maybe even unhealthy. But families now have more places to turn for help.

View full post on WSJ.com: Retirement Planning

I live in NJ, My husband works in NY. Can we get a tax deduction for NY 529 savings plan?

Does the thrift savings plan for federal civilian employees match dollar for dollar up to 5 percent?

Medicare Covers More Preventive Testing

Medicare recipients can now obtain 21 preventive services without owing co-payments or deductibles, including mammograms, prostate-cancer screenings, annual flu vaccines as well as an annual wellness exam.

View full post on WSJ.com: Retirement Planning

Tony Walker Financial: Thrift Savings Plan


www.tonywalkerfinancial.com orcall 1-877.499.WALK Retirement Specialist – Tony Walker, from Tony Walker Financial, talks with a caller about their Thrift Savings Plan. Tony has over 25 years of experience in the financial services business and is a leader in his community. He is an author, a film maker, and currently appears every Monday morning on NBC affiliate WAVE TV in Louisville Kentucky, where he is co-host on a live call in show answering questions from an audience of over 500 thousand households. And just as importantly, Tony has a real pulse on what Americans are thinking since he works personally with so many people, from all walks of life.

How Long Should I Work Before Retirement?

Delaying retirement can significantly boost your nest egg.

View full post on U.S. News – Money – Retirement Planning, News, and Advice