XML Financial Group

In this week's market commentary video, Curtis Congdon, CFP?, CRPC?, President of XML Financial Group, discusses policy uncertainty. The current administration has said that there may be a period of uncertainty in the economy as it looks to implement policy changes. We dive into the historical data and the economic policy uncertainty index and look at how that index relates to periods of recession in the past. #XMLMarketCommentary #EconomicPolicy #FinancialPlanning #XMLFinancialGroup #CFP

Did you miss our recent Leaving Federal Service webinar? Catch the replay below. This webinar is an invaluable resource to help ensure federal workers don't miss out on any benefits they've earned throughout their federal careers. Whether you're retiring soon, helping someone who is, or simply planning for the future, you will walk away with the knowledge and tools to confidently navigate this life-changing transition. https://lnkd.in/eE9qdMaV #FederalService #RetirementPlanning #CareerTransition #FederalBenefits #GovernmentEmployees #RetirementWebinar #PublicService

Introducing Our New Financial Planner, Zachary Weaver ChFC??! With seven years of experience in the wealth advisory industry, Zach brings a wealth of knowledge and expertise in personalized financial planning and investment strategies. His thoughtful, client-centric approach ensures that each individual’s unique needs and goals are met with care and attention at every stage of their financial journey. When he's not helping clients achieve their financial goals, Zach enjoys spending time with his wife and their dog, Harley. He values outdoor activities, physical and mental well-being, and personal development, ensuring a well-rounded and balanced lifestyle. We're excited to have Zach on board and look forward to the positive impact he’ll make as part of our team! Read more about Zach here: ttps://www.xmlfg.com/zach-weaver #FinancialPlanner #XMLTeam #WealthAdvisory #ClientFocused #FinancialPlanning

In this week's video,?Curtis Congdon, CFP?, CRPC?, President of XML Financial Group, discusses whether the economy is going to enter a recession. We look at current and historical economic expansion data, unemployment rates, wage growth, and other economic data to get a clearer picture of the likelihood of a recession. #EconomicAnalysis #FinancialPlanning #EconomicTrends #MarketInsights

Navigating the evolving landscape of today's federal job market can be a complex challenge. Join our upcoming virtual event on Wednesday, March 19 at 11:30am designed specifically for those who have recently left or are considering leaving the federal service. We will cover how to navigate TSP, FERS, and other plans, how to make tax-smart decisions as you exit, actionable insights on preparing financially and mentally for life after government service, and how to maximize your pension and savings. Plus, we will briefly discuss the solutions that are available for insurance and long-term care to help ensure you’re protected in retirement. #GovernmentService #FederalJobs #RetirementPlanning #FederalEmployee #PensionPlanning #TSP #FERS Learn more and register below! https://lnkd.in/ecsR2_BX

March is Women’s History Month, and this past Saturday, March 8th, we celebrated International Women’s Day. Today, we take a moment to honor and celebrate the incredible women who are the heart and soul of our firm. From wealth advisors, MBA holders, CFP? professionals to CPA designation holders, technology and legal experts, client service leaders, and marketing strategists, the women on our team are the backbone of our success. We are proud to work alongside such talented individuals who are shaping the future of our industry. Today and every day, we honor these remarkable women and the contributions they make to our firm, our clients, and the world at large. (pictured: our dedicated team and XML team members at an international women's day brunch) To read more about our team-members visit our team page here: https://www.xmlfg.com/team #WomensHistoryMonth #InternationalWomensDay #WomenInLeadership #EmpoweredWomen #WomenInFinance #FemaleLeadership #WomenInBusiness

The elimination of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) is a win for many workers who dedicated their lives to public service and other important sectors. XML Financial Group is here to help you navigate these changes. Reach out to XML for personalized guidance on how the new law affects you and your retirement strategy. #RetirementPlanning #WEP #GPO #FinancialLiteracy #TheSocialSecurityFairnessAct https://lnkd.in/eM3xEvfC

In this week's market commentary video,?Curtis Congdon, CFP?, CRPC?, President of XML Financial Group discusses the state of household wealth and how the average American family is coping with rising interest rates. We explore key factors such as the savings rate on disposable income, consumer spending, consumer debt, the cost of servicing that debt, and household net worth. Together, these insights give us a clearer picture of the financial health of the American family. #MarketCommentary #InterestRates #EconomicInsights #PersonalFinance

Thinking about downsizing in retirement? While it can simplify life and cut costs, it’s important to weigh both the financial and emotional aspects before making a move. In our latest blog post, we dive into the 7 key factors to consider when downsizing—like maintaining privacy, keeping sentimental items, and how a new location might impact your social connections. Read more below for tips on how to make the best decision for your retirement journey! https://lnkd.in/e6Bf7wQS #RetirementPlanning #Downsizing #FinancialFreedom #RetirementLiving #EmotionalWellBeing #SimplifyYourLife #NewBeginnings #HomeSweetHome #XMLBlog

Navigating life after federal service can be challenging, but we're here to help you make informed decisions about your future! Join us for an exclusive virtual event on federal service retirement preparation and gain valuable insights to ensure you are fully prepared for the next chapter. ??? Date: Wednesday, March 19 ? Time: 11:30 AM (ET) This session is ideal for those who have recently left or are considering leaving federal service. ?? Register Now Below #FederalRetirement #TSP #FERS #GovernmentRetirement #FinancialPlanning #RetirementPlanning #LifeAfterGovernment #FederalBenefits #TaxStrategies