Law Enforcement Officer Retirement, The Rule of 55, TSP, and Roth TSP
Federal SCEs can access TSP if they meet the SCE retirement requirements, which are: retirement at
Cash Flow • Investment Management • Taxes
FERS Retirement Planning Located in Springfield, IL, we work with federal employees throughout the United States.
Work With Brad
Retirement advice from a fiduciary that charges a flat fee.
How We Work Together
Zoom meetings and technology provide a method for me to work with federal employees across the United States.
Fee Only Advice
What does it mean to provide fee only advice? It simply means that I am never paid a commission. I am compensated by my clients only.
There are a number of details involved in the process such as getting organized, investment analysis, tax planning, estate planning and more.
Zoom meetings and technology provide a method for me to work with federal employees across the United States. I do have some local clients that prefer face to face meetings but the majority are virtual meetings via zoom or phone calls.
We provide a secure method of transferring data to each other. We also give clients a login and website, or a phone app to stay up to date on their accounts.
Law Enforcement Officer Retirement, The Rule of 55, TSP, and Roth TSP
Federal SCEs can access TSP if they meet the SCE retirement requirements, which are: retirement at
A Vote For and Against the 4% Rule
Anyone who is close to retirement or has done any retirement planning has probably heard of the 4% rule, but is the 4% rule what you should use
Year End Tax Planning Ideas
The end of the year is quickly approaching, which can only mean one thing for us finance nerds – year-end tax planning! The end of the year is a great time to evaluate