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

New-Webinar-FSA-vs-HSA-Which-is-better-for-yo
FSA

FSA vs HSA – Which is better for you? – Live Webinar

New Webinar FSA vs HSA – Which is better for you? Both of these plans are available thru FEHB this open season. Understanding the advantages of each can translate into thousands of dollars of savings every year. Join me now in my new webinar, Tuesday November 26th 11am ET:  FSA, HSA or Both? – Which

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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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I help Federal Employees Organize, Strategize and Maximize their Benefits and their Money

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