Family Life Financial Services

Resources

Doucments

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MAY 17, 2023

Life Insurance: A Key Component of a Financial Plan

If asked what comes to mind when thinking of financial planning, many would likely mention topics such as saving for retirement, planning for college, creating strategies for retirement income, or structuring a portfolio with an eye toward managing tax efficiency.

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MAY 17, 2023

Revise Your Estate Plan to Cover Health Care Directions

If asked what comes to mind when thinking of financial planning, many would likely mention topics such as saving for retirement, planning for college, creating strategies for retirement income, or structuring a portfolio with an eye toward maximizing tax efficiency.

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MAY 17, 2023

Poor Track Record for Active Managers

Percentage of Active Funds that Outperformed their Index, 2012-2022

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MAY 17, 2023

Asset Classes in Review

2008 – 2022

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MAY 17, 2023

Stay The Course

Growth of a $100 if invested in the SBBI® US Large Stock Index (1926 – 2022). 

Useful Links

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Thrift Savings Plan (TSP.gov)

The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services, including the Ready…

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Social Security (SSA.gov)

Social Security provides financial protection for our nation’s people, supporting Americans throughout all of life’s journeys.

We administer retirement, disability, survivor, and family benefits, and enroll individuals in Medicare. We also provide Social Security Numbers, which are unique identifiers needed to work, handle financial transactions, and determine eligibility for certain government services.

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U.S Office of Personnel Management (OPM.gov)

The U.S. Office of Personnel Management (OPM) serves as the chief human resources agency and personnel policy manager for the Federal Government.

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