- Mar 2
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
- Feb 17
What is the best way to invest my Thrift Savings Plan?
As a civilian federal employee, it's important to have a strong understanding of your retirement savings options, particularly the TSP
- Dec 28, 2022
Common Retirement Plans For Small Business Owners
Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...
- Dec 27, 2022
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges have become more important as the Medicare premium increase...
- Sep 19, 2022
What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial
- Sep 1, 2022
What Issues Should I Consider If I Lose My Job?
What Issues Should I Consider If I Lose My Job? Severance options, Employer benefits, health Insurance, retirement accounts
- Aug 8, 2022
What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.
- Jun 22, 2022
"Should I contribute to my Roth 401(k)?"
Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but
- May 11, 2022
Master List of Goals
Master List of Financial Planning Goals. Goal setting is fundamental to sound financial planning. Whether we are meeting with new or long-te