Our Blog
Simplicity: The Ultimate Sophistication
“Simplicity is the ultimate sophistication.” – Leonardo da Vinci The Tale of the Wheeled Suitcase Picture travelers in ...
UMA vs. TSP: A Smarter, More Flexible Approach for Federal Employees
For decades, the Thrift Savings Plan has been a workhorse for federal employees. It is low-cost and simple, ...
Why the Wealthy Should Invest Differently
Have you outgrown the TSP? The answer is likely yes… if you have more than $500,000. For federal ...
The Reality Behind TSP Roll-Over Pitches Targeting Federal Employees
Many federal employees tell me the same story: as they approach retirement, their inbox fills with messages urging ...
How Much Can You Spend In Retirement?
The most important question in retirement planning rarely gets asked first. Financial advisors everywhere love to ask:“So… how ...
Understanding Capital Gains: When and How They Affect Your Taxes
Most of us don’t think much about taxes until it’s time to file — and then we suddenly ...
What Retirees Actually Worry About—And a Smarter Way to Plan for It
When most people think about investment risk, they imagine scary headlines and sudden market drops. But if you’re ...
Common Investing Mistakes to Avoid in Your Retirement Income Planning
If you’re looking to retire within the next decade, it’s crucial to have a financial plan that’s built ...
Is Your Retirement Strategy Right for You?
Retirement planning can be a complex journey, especially if you’re a federal employee retiree or nearing retirement. There’s ...
What is A Fiduciary Advisor and Why Does It Matter?
Understanding the Value of a Fiduciary in Your Financial Journey What’s a fiduciary? Is every financial advisor a ...
Independent — Not Alone: The Power Behind “Better Federal Retirement”
Many federal employees appreciate that I’m an independent fiduciary advisor — it means my loyalty is to my ...
Why do Federal Employees need financial planning?
Creating a comprehensive financial plan is essential for everyone, including federal employees. Here’s an in-depth look at why ...
