Blog

  • All
  • Advisors
  • Charitable Giving
  • College Planning
  • FERS Annuity
  • Financial Planning
  • Insurance
  • Investing
  • Retirement
  • Roth
  • Social Security
  • Tax Planning
  • Thrift Savings Plan
  • Uncategorized
All
  • All
  • Advisors
  • Charitable Giving
  • College Planning
  • FERS Annuity
  • Financial Planning
  • Insurance
  • Investing
  • Retirement
  • Roth
  • Social Security
  • Tax Planning
  • Thrift Savings Plan
  • Uncategorized

When Colleges Compete You Win!

Flexibility is HUGE for families that want to save money on the cost of college. Casting a broad net in your college search can pay ...

Two Ways to Save on the Cost of College

Today’s rising college costs are leaving families wondering how they are going to pay for four years of college. Most families I work with want ...

Save Money on Life Insurance by Layering

Most adults with families have a need for life insurance, and the product of choice is usually a term policy. The most common time periods

The Worst Investment For Your TSP

The financial services industry has gotten a pretty poor reputation over the years. One joke is that the quickest way to end a conversation at ...

Should You Take an Early Out

The Environmental Protection Agency (EPA) announced that they will begin offering employees buyouts and early retirement incentives in 2017. Since then, I have been getting ...

Why You Should Consider Paying Cash For Your Vehicles

The majority of people I know don’t even consider paying cash for a vehicle, they only consider how much their monthly payment will be. In ...

The Real Cost of That Free Dinner

Almost everyone has been invited, at some point in their lives, to a ‘free dinner’ while they listen to some kind of product presentation. One ...

9 Ways to Maximize Your Thrift Savings Plan

The Thrift Savings Plan (TSP) is meant to be a huge source of retirement income for federal employees. The FERS retirement system is based on ...

Two Roth TSP Myths

The Roth TSP began four years ago in 2012. Even though it has been around four years I have found very few people that are ...

Should You Keep Money In Your TSP After Retirement?

The answer to this question boils down to two more questions: How much access do you want to your money in retirement?

Three BIG Reasons to Pay Student Loans in Residency

Many medical students pile up student loans through under grad and medical school. A 100k or even 200k balance can seem insurmountable for a resident, ...