Financial Education
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:

Financial Education 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:

Start your financial education here:
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My Articles

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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tax withholding guidance for your fers & csrs pension
FERS

Calculating the Non-Taxable Portion of your Annuity

Calculating the Non-Taxable Portion of your Annuity Question Hi Stephen, I just received my 1099-R from OPM.  In the box that says “Taxable Annuity Amount” they write “unknown.”  What in the world does that mean? Answer Almost all of your annuity is taxable, however a portion of your annuity is not taxable.Which portion? The portion you’ve

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tsp report june 2025
TSP Report

TSP Report June 2025

How does the market respond to wars – hot wars and trade wars?   It seems the theme of 2025, thus far, is WARS! We went from trade wars to hot war with Iran. It’s scary, I get it. I’ve already had a couple of clients move everything to the G fund, against my wishes.

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