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Brad Bobb, CFP®
A Taxable Account Makes Sense
Ask a high income earner what their biggest financial concern is and they’ll likely say
Tax Planning
distributions
,
investments
Brad Bobb, CFP®
March 19, 2018
The #1 Mistake Parents Make in the College Search
Searching for the right college for your children is a very overwhelming task. There are
College Planning
Brad Bobb, CFP®
March 5, 2018
The Impact of New Tax Law Changes
I have had a number of questions recently from federal employees and middle-class families wondering
Tax Planning
taxes
Brad Bobb, CFP®
February 19, 2018
Should You Invest in Roth TSP
The Roth Thrift Savings Plan was introduced in 2012 for federal employees. Many federal employees
Thrift Savings Plan
roth
Brad Bobb, CFP®
January 17, 2018
Should You Take a TSP Annuity
A common question for federal employees to ask me is, "so what's this annuity option
Thrift Savings Plan
annuity
,
retirement income
Brad Bobb, CFP®
December 18, 2017
Big Changes to TSP
One of the worst parts of the Thrift Savings Plan in retirement has changed for
Thrift Savings Plan
Brad Bobb, CFP®
December 4, 2017
A Good Advisor Will Tell You “No”
The customer is always right has to be one of the most dangerous catch phrases
Advisors
Brad Bobb, CFP®
November 20, 2017
Retirement Isn’t All About Income
Most people I talk to about retirement are primarily concerned with retirement income, and justifiably
Retirement
expenses
,
retirement planning
Brad Bobb, CFP®
November 7, 2017
The Stealth IRA
Are you taking advantage of all your tax-sheltered accounts? Most people contribute to their 403b
Financial Planning
HSA
Brad Bobb, CFP®
October 19, 2017
Have Fun With Your Savings and Spending
I’m not talking about spending wildly, in fact, quite the opposite. I am one of
Financial Planning
debt
,
expenses
,
investments
,
spending
Brad Bobb, CFP®
October 11, 2017
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