Author: Brad Bobb, CFP®

Do This Before Maxing Your TSP

Contributing money to your Thrift Savings Plan is a good thing, actually a great thing! But there is one account that should

3 Essential Tax Planning Strategies for Federal Retirees

There is an old saying that claims, “It’s not how much you make that’s the most important, but how much you keep.” Uncle Sam does ...

Don’t Get Bernied!

There has always been a lot of discussion about whether or not it’s worth it to work with an advisor. If you have considered working ...

The Problem With Having No Life Insurance

Life insurance tends to be a touchy subject. Some people don’t want to discuss death and others just “don’t believe in insurance.”

Three Things to do With Cash During Quarantine

The nation’s current state is one most of us have never experienced. The majority of the nation has been shut down in response to a ...

Reduce Taxes on Inherited IRAs

I was in the process of writing an article on handling inherited IRAs when Congress passed the SECURE Act and changed everything. But while things ...

Smart Actions in a Market Downturn

A market downturn, or bear market, can be scary for even the most seasoned investors. Investors can easily run through a rollercoaster of emotions--from the ...