Financial & Estate Planning

Using a Trust as an Incentive for Your Heirs

Published: January 17, 2019

Some people are reluctant to use trusts in their estate planning. You might think that leaving money in trust will …More

Supporting Charity and Your Heirs, too

Published: December 20, 2018

People who donate or bequeath substantial amounts to charity may want to replace that wealth for their heirs. Typically, wealth …More

Paying Off a Mortgage Could Pay Off for You

Published: November 6, 2018

As you head into retirement, should you pay down your mortgage, reducing your debt burden? Or should you hold onto …More

Providing Notice of Your Intentions in Advance (Published: October 3, 2018)

Picking the Right Title for Your Assets (Published: September 6, 2018)

What Is Granted in a Power of Attorney (Published: August 15, 2018)

Deciding Whether to Create a Trust (Published: July 26, 2018)

529 Plan Ownership Considerations (Published: June 21, 2018)

Using a Deferred Annuity for Cash Flow Needs (Published: May 17, 2018)

The Variabilities of Variable Annuities (Published: April 24, 2018)

The Advantages of Revocable Trusts (Published: March 22, 2018)

Using Joint Ownership for Incapacity Planning (Published: February 15, 2018)

Refilling the Cash Bucket (Published: January 18, 2018)

Protecting Your Assets (Published: December 18, 2017)

Thinking Through Beneficiary Elections (Published: November 21, 2017)

TSP	L Income	L 2020	L 2030	L 2040	L 2050	G Fund	F Fund	C Fund	S Fund	I Fund
Last 12 mo	1.44%	0.32%	-1.89%	-2.87%	-3.74%	2.94%	2.39%	-2.34%	-1.98%	-12.11%
YTD	1.83%	2.53%	4.92%	5.86%	6.67%	0.23%	1.07%	8.01%	11.64%	6.60%
Jan	1.83%	2.53%	4.92%	5.86%	6.67%	0.23%	1.07%	8.01%	11.64%	6.60%

TSP

L Income

L 2020

L 2030

L 2040

L 2050

G Fund

F Fund

C Fund

S Fund

I Fund

Last 12 mo

1.44%

0.32%

-1.89%

-2.87%

-3.74%

2.94%

2.39%

-2.34%

-1.98%

-12.11%

YTD

1.83%

2.53%

4.92%

5.86%

6.67%

0.23%

1.07%

8.01%

11.64%

6.60%

Jan