george-politarhos

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: 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|
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