Blog

Lessons From 2020

The year 2020 was a wild one by anyone’s measure. One practice I try to implement is to look back at a year and see ...

Should I Buy Long-Term Care (LTC) Insurance?

This is a question that the majority of people over the age of 60 consider, especially as they get close to retirement. Statistics show that ...

Federal Retirement Mistakes

Retirement is a goal that most of us aspire to. Even though retirement is often thought of as an ending, it is more of a ...

Don’t Wait Until 72 to Access TSP

The TSP is designed to make up one third of federal employee’s retirement income, but taking money out of it can be a tough decision. ...

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 ...