Happy Mother's Day, CPI and Fed Policy
Bulldog Financial Planning hopes you had a great mother's day this past weekend! This week we received the latest CPI inflation...
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bulldogfinancialpl
- Apr 18
- 3 min
A few Reasons Why the 5498 Tax Form is Useful
One of the most overlooked tax forms is the 5498. This is mostly because you do not really need to have the copy right away to do your...
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bulldogfinancialpl
- Mar 22
- 1 min
Running like a Bulldog
Walking the foster dogs at the local shelter sometimes was more like running. They had so much energy that they had me running down the...
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bulldogfinancialpl
- Jan 10
- 3 min
A Few Economic Updates
Rate Hike Cycle Updates The Fed left rates at 5.25%-5.50% and has reiterated their plans to cut rates during 2024. Right now, they are...
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bulldogfinancialpl
- Nov 8, 2023
- 2 min
Garrett Planning Network Founder, Sheryl Garrett attends White House Event
Press Release Contact: Eileen Freiburger, CFP , Managing Director Phone: (913) 268-1500 FOR IMMEDIATE RELEASE November 7, 2023 GPN...
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bulldogfinancialpl
- Oct 19, 2023
- 2 min
What to do now that you Earned Government Money Market Dividends?
Interest rates on government money market mutual funds have remained higher in 2023, so for those of you with high cash balances earning...
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bulldogfinancialpl
- Sep 29, 2023
- 3 min
A Couple of Take Aways from the Treasury Yield Curve
Current Rates Are More Attractive: Interest rates on treasury securities have become more attractive to investors who are looking for a...
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bulldogfinancialpl
- Sep 13, 2023
- 3 min
How Should You Evaluate a Guaranteed Annual Withdrawal Rate Annuity?
Annuity products can offer guarantees such as on the rate of interest, death benefits, income streams and/or withdrawal rates during...
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bulldogfinancialpl
- May 2, 2023
- 2 min
Interest Rate Cycle - This could be the last rate hike in 2023
Following Q1 2023, Fed Officials remain on track for another rate hike on May 2nd-3rd, which will continue raising consumer and corporate...
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bulldogfinancialpl
- Mar 13, 2023
- 3 min
7 Key Tips for Financial Planning for Retirement
7 Key Tips for Financial Planning for Retirement Planning for retirement is an important aspect of financial planning that often requires...
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bulldogfinancialpl
- Jan 11, 2023
- 2 min
Some Quick Tips for Beginning Investors
Tips for Beginning Investors - 1) Develop a Safety Fund a) Safety Funds are usually around 3-6 months of your current expenses b) Get...
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bulldogfinancialpl
- Jan 5, 2023
- 3 min
Happy New Year - 2022 In Review
2022 was productive! Among other things, I started my independent fee only financial planning practice and have made a lot of progress...
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bulldogfinancialpl
- Nov 30, 2022
- 3 min
Are We Approaching the Next Bond Bull Market?
Bond prices have been coming down a lot ytd 2022. Does this mean that we are heading towards a bond bull market? Here are some basics on...
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bulldogfinancialpl
- Nov 8, 2022
- 2 min
Unemployment Rate - Good News, Bad News?
The most recent unemployment announcement last week informed us that the rate increased to 3.7%, which was up from 3.5%. 3.7% showed us...
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bulldogfinancialpl
- Oct 31, 2022
- 2 min
Feeling like a Small Fish?
Fishing is a great way to get outdoors and have some fun. The activity brings people together and has been one of my favorite things to...
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bulldogfinancialpl
- Oct 25, 2022
- 4 min
How to Choose the Right Financial Advisor for You
This is a summary from an Interview of Sheryl Garrett conducted by Babson sometime during or after 2001. This was not written by Bulldog...
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bulldogfinancialpl
- Oct 20, 2022
- 1 min
Announcing Subscription Fees
Bulldog Financial Planning is offering subscription based financial planning for clients. The payment amount will be based on the...
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bulldogfinancialpl
- Oct 10, 2022
- 1 min
Autism Speaks and Walks with Butch
Butch and I had a great time at the Autism Speaks walk in Boston, MA in the Boston Common this past weekend. Butch loves getting pet and...
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bulldogfinancialpl
- Oct 5, 2022
- 2 min
Ways to invest in gold
Gold can be a great way to diversify a portfolio but needs to be done carefully and with a financial plan. Historically an investment in...
10 views
bulldogfinancialpl
- Sep 7, 2022
- 2 min
A Few Things on Buying Individual Bonds
The above chart illustrates what approximate total return fixed income investors will earn by buying treasuries as of Sept 1st 2022. a) ...
7 views
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