We built this guide for federal workers and retirees who:
This week, the Federal Reserve concluded its June 17–18 meetings and, as expected, decided to keep the federal funds rate unchanged at 4.25%–4.50%. While this marks the fourth straight meeting with no rate changes, the more notable takeaway is that
April marks the start of Q2—and the perfect time to review and refine your retirement savings strategy. Whether you’re nearing retirement or just building long-term wealth, the actions you take now can make a big difference in the future. In
As we begin the second quarter of 2025, Ballentine Capital Advisors has released a timely newsletter designed to help you stay financially prepared in today’s shifting economic landscape. Whether you’re planning for retirement, adjusting to inflation, or rebalancing your portfolio,
Q: Is this guide really free?
A: Yes. No spam, no upsell, no catch.
Q: I already retired. Is this still helpful?
A: Absolutely. It covers rollover options, withdrawal strategies, and how to coordinate with Social Security or pensions.
Q: Can I talk to someone?
A: Yes—you can schedule a no-pressure 15-minute call if you’d like to talk through your situation.
Retirement is too important to guess your way through.
Read our guide. Share it with someone you care about. Take the first step toward clarity.
