top of page
Search


"What's the Distinction Between Financial Planning and Financial Advice?"
Bulldog Financial Planning offers both, so how do you decide which you'd prefer? Financial Planning: This is the process of assessing...
bulldogfinancialpl
Jan 132 min read
6 views


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...
bulldogfinancialpl
May 17, 20241 min read
4 views


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...
bulldogfinancialpl
Apr 18, 20243 min read
7 views


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...
bulldogfinancialpl
Jan 10, 20243 min read
17 views


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...
bulldogfinancialpl
Oct 19, 20232 min read
5 views

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...
bulldogfinancialpl
Sep 29, 20233 min read
13 views


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...
bulldogfinancialpl
Sep 13, 20233 min read
21 views


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...
bulldogfinancialpl
May 2, 20232 min read
17 views


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...
bulldogfinancialpl
Jan 11, 20232 min read
12 views


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...
bulldogfinancialpl
Nov 8, 20222 min read
22 views


Are you maximizing your Employer Sponsored Plan?
Next time you check your employer sponsored 401k or 403b balances make sure you consider the following: 1) Are you maximizing your...
bulldogfinancialpl
Aug 12, 20224 min read
16 views


7 Helpful Tips for Retirees
One of the biggest concerns for retirees is maintaining your independence and lifestyle by avoiding a nursing home. The good news is...
bulldogfinancialpl
Aug 10, 20222 min read
11 views
bottom of page