FINANCIAL PLANNING IN UNCERTAIN TIMES PRESENTED BY THE FINANCIAL EDUCATION PARTNERSHIP | (240) 499-0390 | A 501(C)(3)

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Presentation transcript:

FINANCIAL PLANNING IN UNCERTAIN TIMES PRESENTED BY THE FINANCIAL EDUCATION PARTNERSHIP | (240) | A 501(C)(3) NON-PROFIT ORGANIZATION

BUDGETING FOR CHANGES  Pay changes  Government shutdowns  Furloughs  Buyouts 1

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 Budget  Debt consolidation  Real estate strategies  Tax strategies  College savings SURVIVAL GUIDE  Life insurance  Auto / homeowner insurance  Emergency fund  Fees / investments 2

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TSP PLANNING  Loans  In - service withdraws  Allocations and contributions 3

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BENEFIT PLANNING  Combating taxes & inflation  Planning for sequence  Long - term care  Spousal benefits & health insurance 4

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RETIREMENT  Can I afford to retire ?  Survival benefit options  Tax law changes 5

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EXIT STRATEGIES  Combating taxes and inflation  Planning for sequence of returns  What if I live too long ?  Real estate planning 6

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