TGS Financial Advisors

06/04/2024

Personal record retention: what should you keep, what should you shred? Here's a handy guide to help you sort things out (and shred the rest)! https://tgsfinancial.com/the-essentials-of-personal-record-retention-a-practical-guide/

04/04/2024

Better inheritors know the values & purpose of your estate plan. This post outlines some milestones to reflect upon, ways to begin educating your heirs, and provides a list of important documents young adults need to have in place for themselves. https://tgsfinancial.com/better-inheritors-steps-to-prepare-your-heirs-and-improve-your-legacy/

06/13/2023

With inflation slowing down, the relatively high interest rates for I-Bonds have come down too, with a six-month rate of 4.30% applicable from May to October 2023. At this time, other instruments, such as short-term certificates of deposit, money market funds, and short-term bonds may have more attractive yields, although tax treatments should be considered.

So, if you purchased I-Bonds after reading our June 2022 article, should you now consider cashing them out, and if so, when?

https://tgsfinancial.com/is-it-time-to-cash-out-your-i-bonds/

04/05/2023

https://tgsfinancial.com/market-rotation-the-last-shall-be-first/

01/11/2023

https://tgsfinancial.com/five-highlights-from-secure-2-0/

ON DECEMBER 23, 2022, Congress passed the SECURE 2.0 Act, building on legislation passed in late 2019 with many changes meant to strengthen the retirement system. Here are five key areas we’re highlighting for our clients. The age for required minimum distributions (RMDs) increases from 72 to 73 s...