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
- 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
- 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
- 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
- Aug 19, 2022
- 2 min
What is Business Continuity and Why is it Tested?
Today marked the second test of the Business Continuity Policy at Bulldog Financial Planning. The process went smoothly and took about...
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bulldogfinancialpl
- Aug 12, 2022
- 4 min
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...
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bulldogfinancialpl
- Aug 10, 2022
- 2 min
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...
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