Skip to content
About
Our Services
Who We Serve
Blog
FAQs
Insights
Menu
About
Our Services
Who We Serve
Blog
FAQs
Insights
GET CONNECTED
Blog
Search
Search
Choosing the Correct Survivor Annuity
Retirement and life insurance aren’t commonly thought of together, yet that is exactly what the
Brad Bobb, CFP®
April 16, 2018
Let’s Be Real About What Advisors Actually Do
I receive emails weekly asking what I do and how I get paid for writing
Brad Bobb, CFP®
April 10, 2018
How Retirement Income is Different Than Your Paycheck
Money is just money, right? Well, not exactly when it comes to retirement income. It’s
Brad Bobb, CFP®
March 27, 2018
A Taxable Account Makes Sense
Ask a high income earner what their biggest financial concern is and they’ll likely say
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
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
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
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
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
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
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
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
Brad Bobb, CFP®
October 19, 2017
Page
1
…
Page
5
Page
6
Page
7
Page
8
Page
9
Page
10
GET CONNECTED
About
Our Services
Who We Serve
Blog
FAQs
Insights
About
Our Services
Who We Serve
Blog
FAQs
Insights
Youtube
Linkedin-in