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

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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Q&A: Tax Withholding on a FERS or CSRS Pension
CSRS

Q&A: Tax Withholding on a FERS or CSRS Pension

Q&A: Tax Withholding on a FERS or CSRS Pension Question Hi Stephen, I’m filling in my retirement paperwork and have a quick question about tax withholding: Federal withholding W-4P:  Do you suggest I just have usual federal tax withheld under my “single” status? State withholding:  should I elect to NOT have state income tax withheld from

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