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

CSRS

How will Social Security impact my Federal Pension? (CSRS Offset)

How will Social Security impact my Federal Pension (CSRS Offset) CSRS-offset has got to be one of the more obscure, challenging areas of federal retirement. CSRS-offset retirees have a retirement benefit which combines CSRS and Social Security. The CSRS portion, however, will be reduced by the amount of Social Security earned while employed in CSRS-offset.

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tsp report for federal employees 2021
TSP

TSP Planning Report – April 2021

TSP Planning Report – April 2021 April 2021 TSP Planning Report: Facts: This month’s unemployment rate lowered to 6.0% from last month’s 6.2%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 64.7, compared to last month’s 60.8. The S&P 500 (C Fund) increased 4.38%

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Investment

Q&A – Should I wait until the market cools off before I invest?

Q&A – Should I wait until the market cools off before I invest?​ Question Good morning Stephen,In our meeting the other week, you advised me to move my TSP out of the L2030 fund and into a more aggressive portfolio, mostly C & S funds.   I was thinking, since the stock market is doing well,

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Should I take a TSP loan?
TSP

Live Webinar – Should you take a TSP Loan

Should you take a TSP Loan? Borrowing from your retirement account. Hmmm. Is that smart?This is a topic you will find mixed messages about if you search online. There’s a time when it makes sense, and times when it’s a massive mistake. Join me in my upcoming webinar “Should you take a TSP Loan?” where

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TSP

TSP Planning Report – March 2021

March 2021 TSP Planning Report: Facts: This month’s unemployment rate lowered to 6.2% from last month’s 6.3%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 60.8, compared to last month’s 58.7. The S&P 500 (C Fund) increased 2.76% in February, compared to a -1.01%

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