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

Financial Planning Membership

TSP Planning Report September 2024

Presidential Election: Here is a question from a TSP investor that I received: “Hello Stephen,I am a recent federal retiree that panicked amid the last election outcome by moving my tsp to bonds. I am prepared to dip back into the market but am waiting for the election outcome.Is it wise to wait or should

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OPM suspended its Long Term Care program. Now What?
Life Insurance

Live Webinar: Can you Self-Insure for Long-Term Care?

Can you Self-Insure for Long-Term Care? Long Term Care is a challenge to plan for. It’s a potentially large expense that can thwart the best of retirements. It’s the great “what if?” of retirement planning, and you’ll want to make sure you plan for it correctly.  But the planning may not require a long term care

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