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Taxes Are Done. Now What? - Smart Tax‑Planning Moves for Federal Employees
Now that tax season is behind you, it’s the perfect time to turn your attention from filing to planning. Your tax return is more than an obligation; it’s an opportunity to check in on your financial efficiency.
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Flag on the Field: Making the Call on TSP
The TSP recently published a "Keeping Score" questionnaire that prompts users to compare the TSP to other financial plans such as an IRA through a financial institution. However, we’re calling foul on the TSP's insinuations. We believe...
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Preparing to Exit the Government Workforce: Part 4
Know your Fed Options Feds have a few different options when it comes to retirement; voluntary, deferred, postponed and RIF (Reduction in Force). For the sake of conversation and current climate we will discuss RIF options. Full...
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Preparing to Exit the Government Workforce: Part 3
Know Your Insurance Often when discussing insurance options, many people focus on the cost without regard to the potential benefits. FEGLI, FEHB, and LTC insurance coverages are important to cover here, because some of the benefits are...
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Preparing to Exit the Government Workforce: Part 2
Know Your Dollars In Now we’re probably wondering why we didn’t start with a review of dollars coming in first. That is because this is where we have the most flexibility to change. Your lifestyle demands a specific baseline of...
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Preparing to Exit the Government Workforce: Part 1
Feeling uncertain about your financial future as you approach retirement? Are you worried that the timing of your exit might not align with your goals? Many people, when faced with their final working years, tend to procrastinate on...
Read MoreFork updates for Federal Employees
As we approach the deadline on making a decision, from what I’ve learned in my research and discussions with other professionals, there are three categories of people who have different considerations when deciding whether to take the...
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Fork in the Road, What to Do?
I’m going to level with you, I don’t know the answer. There are too many unknowns and unanswered questions. And you need to keep in mind that anyone who is telling you to take the deal has no legal liability to you if things do not...
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6 Retirement Questions Government Employees Should Be Asking
Federal employees face unique retirement challenges such as balancing pensions, Social Security, and personal savings. To plan effectively, consider key questions on retirement readiness, income, healthcare, and vision for the future.
Read MoreOne of Money's Best Financial Planners
I'm honored to be selected in the Top Financial Planners inaugural list presented by Money.com and FPA! Out of approximately 1,000 applicants, only 80 were chosen, including only 3 for Maryland. I'm proud to represent the state and the...
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8 Mistakes to Avoid in TSP and 8 Simple Steps to Help Build Wealth in TSP
Learn 8 different common mistakes people make with with TSP and 8 simple steps to maximize your benefits.
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