Author: Brad Bobb, CFP®

A Good Advisor Will Tell You “No”

The customer is always right has to be one of the most dangerous catch phrases in business. Nobody wants to argue, but an advisor that ...

Retirement Isn’t All About Income

Most people I talk to about retirement are primarily concerned with retirement income, and justifiably so, since many want to retire in the near future. ...

The Stealth IRA

Are you taking advantage of all your tax-sheltered accounts? Most people contribute to their 403b or Thrift Savings Plan (TSP), and may even consider a ...

Have Fun With Your Savings and Spending

I’m not talking about spending wildly, in fact, quite the opposite. I am one of those weird people that gets enjoyment out of getting a ...

It Pays to Know the FAFSA

The time has come for college bound families to fill out the FAFSA again. Students planning to start college for the 2018-2019 school year can ...

Should You Withdraw 4% From Your TSP?

One huge decision new retirees have to make is how much they will withdraw from their investments. While there is no perfect answer, most advisors ...

The Good and Bad of Lifecycle Funds

Lifecycle funds were introduced to federal employees in 2005. They use a mix of the five funds available in the Thrift Savings Plan designed around ...