Category: Financial Planning

Picture of a a Q&A for the retirement planning article

Q&A – Funding & Replenishing the 10-year bucket

Q&A – Funding & Replenishing the 10-year bucket Question Hi Stephen, I set up the 10-year conservative bucket, as you instructed.  It represents 10-years of investment income.  I love the idea!  I just had some questions:  When do I draw income from the conservative bucket, and do I need to replenish the conservative bucket as some point?  If yes,

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Do you need a trust? Live webinar

Do you need a Trust? – New Live Webinar

Do you need a Trust? – New Live Webinar A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too? In this webinar you will learn: • The benefits of a trust • The benefits people assume a trust provides, but doesn’t • Whether a trust will solve

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Disability Income for Federal Employees

Disability Income for Federal Employees

Disability Income for Federal Employees If you’ve been a federal employee for at least 18 months, you are covered by FERS Disability.  The FERS disability benefit starts off at 60% of you salary (or hi-3, whichever is higher) only for the first year.  Subsequent years, the disability benefit drops to 40% of your salary.   Two important points

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is the fsa better than the hsa?

Q&A: Is the FSA better than the HSA?

Q&A: Is the FSA better than the HSA? Question My wife and I are expecting a baby in June.  You made clear that an FSA is the better choice for someone who is anticipating a year filled with high medical expenses… but I didn’t understand exactly why.  Would you mind elaborating very briefly why the

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Financial Planning for Federal Employee

A fiduciary advisor Specializing in Retirement Planning & Federal Benefits Request a Meeting A fiduciary advisor Specializing in Retirement Planning & Federal Benefits Request a Meeting DO YOU VIEW MONEY AS A GOAL OR A MEANS? Your goals say a lot about you. They reflect your value system and your personal philosophies on life, family,

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