BFSG Blog

Financial Resources & News

Emergency Reserves Can Help You Stick to Your Goals

By:  Michael Allbee, CFP®, Senior Portfolio Manager Volatility or down markets only become a problem if you’re forced to liquidate at the wrong time. If you have enough cash to get you through, you’re going to come out fine on the other side most of the time. We generally recommend setting aside funds to cover 3-6 months’ (6-12 months’ if retired) worth of non-discretionary living expenses...

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Fight Inflation with Taxes

By:  Michael Allbee, CFP®, Senior Portfolio Manager Late last year we gave you some tips on how to profit from inflation by investing in Series I savings bonds (I-Bonds).  You can buy up to $10,000 per person per year directly from Treasury Direct. But you can also fight inflation by buying an additional $5,000 in paper I-Bonds with your income-tax refund. You can ask to receive all or part of...

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