GeorgePolitarhos

About George Politarhos

George works directly with clients to make sure they achieve their money goals and they do not expose their wealth to too much risk. As a holistic planner, George wants his clients to discover the best methods of safely growing their wealth while protecting principal and maximizing every dollar invested.

George Politarhos: Seniors Must Design and Customize Their Retirement Asset Allocations

Authored By George Politarhos, Patria Wealth Generic, templated approaches to financial planning can work for some people during the “accumulation” phase of their financial lives. However, as a person gets within five to seven years of retirement, it becomes obvious that “one-size-fits-most” recommendations fall far short of the mark. That’s because retirees differ from one [...]

By |2022-09-26T00:07:27+00:00September 18th, 2022|Federal employees, Investing, Retirement|

What Federal Employees Must Know Before Borrowing From Their TSPs

Authored By George Politarhos   As with many non-federal savings plans, it is possible to take out a loan on your Thrift Savings Plan. However, most experts, including those at the Office of Personnel Management (OPM), will tell their clients to exhaust every other loan option before touching their TSP accounts. Before examining the downside [...]

By |2022-10-23T17:59:59+00:00September 18th, 2022|Federal employees, Retirement|

George Politarhos: If you have a TSP- don’t forget about the fees.

By George Politarhos The Thrift Savings Program (TSP) was initially designed to give active and retired federal personnel a simple, cost-effective 401-k type plan. The TSP has worked exceptionally well, perhaps even better than anticipated. Many retired feds have achieved self-made millionaire status because of their Thrift Savings Plan. Also, the TSP boasts some of [...]

By |2022-10-23T18:02:29+00:00August 29th, 2022|Investing, Retirement|

George Politarhos: Why do so many estate planners choose indexed universal life insurance?

"Indexed universal life insurance (IUL) has its' share of detractors. However, for some people it may be a powerful tool in protecting and growing their wealth." George Politarhos By George Politarhos Patria Wealth Group I'll be the first to admit, indexed universal life insurance isn't for everyone. Depending on your financial situation, goals, and risk [...]

By |2022-09-26T02:44:29+00:00July 5th, 2022|Investing, Leave a legacy|

What is an ILIT trust, and what advantages does it offer?

"I am not a lawyer and I don't play one on TV. If you are thinking about making any legal or financial decisions, you should ALWAYS consult a qualified attorney and your personal financial advisor. Having expert advice will help you avoid making mistakes from which you can't recover." George Politarhos. By George Politarhos As [...]

By |2022-09-26T03:09:11+00:00June 10th, 2022|Investing, Leave a legacy|

George Politarhos: Is the “4% Rule” History?

Today's frequent market upheavals could spell trouble for retirees and those about to retire. Increasingly, financial advisors are rethinking the traditional 4% withdrawal model." George Politarhos.   By George Politarhos   Pandemic lockdown measures, profligate printing, geopolitical unrest, and the inevitable march of history have collided in 2022, making financial planning more challenging than ever. [...]

By |2022-09-27T18:17:49+00:00May 4th, 2022|Protect your wealth|
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