Retirement Planning, Tax Planning
Retiring With a TSP Loan? A Simple Decision Framework to Avoid Costly Mistakes
Better Federal Retirement™ • Planning for affluent federal employees who want more freedom, clarity, and control. Retiring With ...
Why Standard Social Security Optimization Fails Feds (as featured on FEDweek)
Many Social Security strategies focus on one goal: getting the highest possible benefit. But for federal employees, that ...
Why Your “Safe” Withdrawal Rate Depends on Taxes
Safe Withdrawal Rates & Taxes for Federal Retirees At Better Federal Retirement, we frequently work with federal retirees ...
2025 Delivered for Those Who Stayed in Their Seats
Markets rewarded discipline. Diversification mattered. Long-term investors were paid for patience. Key Takeaways: Stocks delivered strong returns—for the ...
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 ...
Meet the UMA: A Thrift Upgrade for Federal Employees
For decades, the Thrift Savings Plan has been a workhorse for federal employees. It is low-cost and simple, ...
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… ...
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 ...
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 ...
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 ...
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 ...
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 ...
