Blog

Choosing the Correct Survivor Annuity

Retirement and life insurance aren’t commonly thought of together, yet that is exactly what the

Let’s Be Real About What Advisors Actually Do

I receive emails weekly asking what I do and how I get paid for writing

How Retirement Income is Different Than Your Paycheck

Money is just money, right? Well, not exactly when it comes to retirement income. It’s

A Taxable Account Makes Sense

Ask a high income earner what their biggest financial concern is and they’ll likely say

The #1 Mistake Parents Make in the College Search

Searching for the right college for your children is a very overwhelming task. There are

The Impact of New Tax Law Changes

I have had a number of questions recently from federal employees and middle-class families wondering

Should You Invest in Roth TSP

The Roth Thrift Savings Plan was introduced in 2012 for federal employees. Many federal employees

Should You Take a TSP Annuity

A common question for federal employees to ask me is, "so what's this annuity option

Big Changes to TSP

One of the worst parts of the Thrift Savings Plan in retirement has changed for

A Good Advisor Will Tell You “No”

The customer is always right has to be one of the most dangerous catch phrases

Retirement Isn’t All About Income

Most people I talk to about retirement are primarily concerned with retirement income, and justifiably

The Stealth IRA

Are you taking advantage of all your tax-sheltered accounts? Most people contribute to their 403b