Skip to content
About
Our Services
Federal Employees
Blog
FAQs
Insights
About
Our Services
Federal Employees
Blog
FAQs
Insights
GET CONNECTED
Personal Finance
Personal Finance
,
Taxes, RMDs & Roth Conversions
Trump Accounts: What Every Family Needs to Know About the $1,000 Baby Bonus
Brad Bobb, CFP®
April 17, 2026
Trump Accounts launched July 4, 2026. Who gets the $1,000, how to sign up, contribution limits, tax rules at 18, and how they compare to a 529.
Personal Finance
,
Physicians & College Planning
Considerations When Purchasing a Home as a Young Physician
Brad Bobb, CFP®
July 3, 2023
Five questions young physicians should answer before buying a first home: budget, down payment, how long you'll stay, lenders, and renting.
Personal Finance
,
Taxes, RMDs & Roth Conversions
The Stealth IRA: Why an HSA Is a Great Retirement Account
Brad Bobb, CFP®
October 19, 2017
An HSA has triple tax benefits. Current HSA limits, who qualifies, FEHB HDHPs and the Medicare rule federal retirees miss.
Personal Finance
Have Fun With Your Savings and Spending
Brad Bobb, CFP®
October 11, 2017
Earn more on your emergency fund, grab bank bonuses and use credit card rewards wisely, without carrying a balance or growing your spending.
Personal Finance
Stop Cleaning Your Car: What Is Your Time Worth?
Brad Bobb, CFP®
July 28, 2017
I hate waxing the car, so I stopped. A look at the opportunity cost of doing everything yourself and spending time on what you value.
Personal Finance
How to Make an Extra $120K: Make Your Roth IRA Contribution Early
Brad Bobb, CFP®
July 5, 2017
Making your Roth IRA contribution in January instead of at the tax deadline can add over $120,000 by retirement. Here's the current math.
Personal Finance
You Should Pay Cash for Your Car
Brad Bobb, CFP®
April 27, 2017
Why paying cash for a car usually beats financing, what a 0% loan really costs, and what the new car loan interest deduction changes.
Personal Finance
Benefits of Goal Setting (and Financial Goals for Federal Employees)
Brad Bobb, CFP®
January 11, 2017
Six benefits of writing your goals down, plus a few financial and retirement goals that work well for federal employees.
GET CONNECTED
About
Our Services
Federal Employees
Blog
FAQs
Insights
About
Our Services
Federal Employees
Blog
FAQs
Insights
Youtube
Linkedin-in