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Why are annuities so difficult?
First, why did I write this? In the first half of 2023, total annuity sales jumped 28% to $182.7 billion. This marks the highest sales...
Sep 6, 2023


Whether the cost of college is worth it
While the cost of college continues to rise, the decision of whether it is worth it ultimately depends on an individual's unique...
Jul 10, 2023


Traditional TSP vs. Roth TSP: Understanding the Differences
Traditional TSP vs. Roth TSP: Understanding the Differences When planning for retirement, one crucial aspect to consider is choosing the...
May 16, 2023


What type of Tax Planning do I need? 5 most common items
As the tax season ends, individuals and businesses are beginning to consider their tax liabilities and look for ways to minimize them in...
Apr 26, 2023


Leverage your TSP to maximize your Social Security benefit
First, let me define what we are talking about, TSP typically stands for Thrift Savings Plan, which is a retirement savings plan for...
Mar 6, 2023


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
Mar 2, 2023


Federal Employees and Furloughs
As federal employees, there is a risk of being furloughed or facing a government shutdown, which can cause financial strain.
Feb 28, 2023


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
Feb 17, 2023


Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?
In most cases, there is a step-up in basis when property is transferred from a decedent. But there are a few exceptions and some subtle...
Jan 11, 2023
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