Financial Guidance
for Federal Employees

See how I can help you organize, strategize and maximize your benefits & your money

Financial Guidance for Federal Employees

See how I can help you organize, strategize and maximize your benefits & your money

some of the Federal Agencies I've worked with:

Some of the Federal Agencies I've worked with:

My Blog

Which retirement account should I take money from?
Q&A

Q&A – Which retirement account should I take money from?

Q&A – Which retirement account should I take money from? Question Dear Stephen, We have identified a house which isn’t on the market yet but will be soon.  The asking price will probably be 1.5 million and I want to put $650,000 down on it. My question is where/how do I take my money out

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how to invest your tsp
TSP Report

TSP Planning Report – June 2021

TSP Planning Report – June 2021 June 2021 TSP Planning Report: Facts: This month’s unemployment rate dropped to 5.8% from last month’s 6.1%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 61.2, compared to last month’s 60.7. The S&P 500 (C Fund) increased 0.69%

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creating a retirement investment strategy
Retirement

Creating a Retirement Distribution Strategy – Live Webinar

Live Webinar – Creating a Retirement Distribution Strategy Which asset do you dip into to create your retirement income stream, and when? What happens when the market goes up? What should you do when the market goes down? We spent a career squirrelling away money for retirement, expecting our portfolios will be able to carry

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Disability Income for Federal Employees
Disability Income

Disability Income for Federal Employees

Disability Income for Federal Employees If you’ve been a federal employee for at least 18 months, you are covered by FERS Disability.  The FERS disability benefit starts off at 60% of you salary (or hi-3, whichever is higher) only for the first year.  Subsequent years, the disability benefit drops to 40% of your salary.   Two important points

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Coordinating your TSP with your other investments
Investment

New Webinar – Coordinating your TSP with your other investments

New Webinar – Coordinating your TSP with your other investments The TSP is just one piece of the puzzle. If you have other investment accounts, you can coordinate them with your TSP so that you can position the correct assets in the correct account. This will help you pay less in taxes and be strategic

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Investment

TSP Planning Report – May 2021

May 2021 TSP Planning Report:   Facts: This month’s unemployment rate increased to 6.1% from last month’s 6.0%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 60.7, compared to last month’s 64.7. The S&P 500 (C Fund) increased 5.33% in April compared to 4.38%

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