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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


What Issues Should I Consider When Having Or Adopting A Child?
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of
Jan 4, 2023


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 28, 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...
Dec 27, 2022


The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
Dec 15, 2022
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