Financial Planning

What is a Fiduciary’s Duty?
Understanding the Three Fiduciary Duties: What They Mean for Federal Employees If you’re a federal employee preparing for ...

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… ...

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 ...

Mid-Career Financial Planning Decisions You Shouldn’t Ignore
Why some of your most important financial decisions happen long before retirement Most federal employees hire an advisor ...

The Best Plan, is Yours
Client Primacy: Respecting Preference Within Fiduciary Care by Nigel Valdez, CFF®, FRC®Better Federal Retirement — Fiduciary Wealth Management ...

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 ...

“Confused at a Higher Level”
Why Informed Decisions Matter in Your Federal Retirement At Better Federal Retirement, one of our core responsibilities ...

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 ...

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 ...

