Webinar - Are the new L Funds any good?

Live Webinar – Are the new L Funds any good?

Live Webinar: Are the New L-Funds any good? Last month the TSP introduced new L funds and made a bunch of changes to the existing L funds.   Is that a good thing?  Well, let’s just say I’m not thrilled.  It’s time to revisit and reevaluate the L funds and see which, if any, are a

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financial advice for federal employees

Watch Now – Should you take Medicare?

Watch Now – SHOULD YOU TAKE MEDICARE? Medicare Part B costs thousands of dollars a year. And they threaten you with penalties if you don’t take it. You already have FEHB. Do you need both? Watch my video – Should you take Medicare? In this video I explain: The costs of Medicare When you need to worry

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New Webinar – What’s better: Roth or Traditional?

What’s better: Roth or Traditional? Roth versus traditional. Better to pay the taxes now and no tax later, or better to pay no tax now and all the taxes later? This decision is relevant both when employed and also in retirement. In my upcoming webinar we will explore: Who should do Roth and who should

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do I need an annuity

New Webinar – Do you need an annuity?

Do you need an Annuity?:Will you outlive your retirement income and run out of money?  Not if you have an annuity! However, not all annuities are created equal, and not everyone needs an annuity.  Annuities are insurance products that cost money. And some annuities are irrevocable. But the financial advisors (and the TSP) aggressively peddle these

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when is best date to retire

Watch my Webinar: When is the Best Date to Retire?

What time of year, month, pay-period, day should you retire in order to get the most out of your pension? I will explain how to pinpoint your retirement date, and how the exact date can save you thousands of dollars. Join me as we explore this topic in my next webinar: The Best Date to

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