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Sep 27, 2023
Maximizing Your Health Savings Account (HSA): Strategies for Tax Planning and the Beneficiary Burden
Health Savings Accounts (HSAs) are powerful financial tools that offer numerous benefits for those looking to save for healthcare...
Sep 6, 2023
What are the all-in costs of a Fixed Indexed annuity?
Annuities are highly complicated financial products. One of the main factors you should consider is commissions. Why, because I used to...
Sep 6, 2023
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...
Jul 10, 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...
May 16, 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...
Apr 26, 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...
Mar 6, 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 2, 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
Feb 28, 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.