Author: Brad Bobb, CFP®

The Biggest Retirement Fear

Many studies about retirement fears show that retirees’ biggest fear is running out of money. Running out of money as a valid fear for retirees, ...

Choosing the Correct Survivor Annuity

Retirement and life insurance aren’t commonly thought of together, yet that is exactly what the survivor annuity is. The FERS survivor annuity (SA) is an ...

Let’s Be Real About What Advisors Actually Do

I receive emails weekly asking what I do and how I get paid for writing these blog posts. Others contact me under the belief that ...

How Retirement Income is Different Than Your Paycheck

Money is just money, right? Well, not exactly when it comes to retirement income. It’s not as straightforward as you would think. There are a ...

A Taxable Account Makes Sense

Ask a high income earner what their biggest financial concern is and they’ll likely say that taxes are one of their biggest financial concerns. Accounts ...

The #1 Mistake Parents Make in the College Search

Searching for the right college for your children is a very overwhelming task. There are many things to consider and address when looking for the ...

The Impact of New Tax Law Changes

I have had a number of questions recently from federal employees and middle-class families wondering how they will be affected by the new tax law

Should You Invest in Roth TSP

The Roth Thrift Savings Plan was introduced in 2012 for federal employees. Many federal employees have considered whether or not they should invest in Roth ...