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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creating a retirement investment strategy

Is Retirement Better at Beginning or End of Year? Updated for 2020

Is Retirement Better at Beginning or End of Year? Updated for 2020 I often hear people say “I’d rather retire sooner than later.” But when the choice of retirement dates is just a matter of a few months, then people often assume there’s not much difference between sooner or later. What difference does a few

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TSP Report for October

TSP Planning Report – October 2019

Facts: PMI contracted again, with the index reading to 47.8%. 2nd Quarter GDP was 2%, according to the updated 3rd estimate. Unemployment remained at 3.5%. The S&P 500 (C Fund) increased 1.87% during the month of September. Assessment: PMI has contracted for the 2nd consecutive month.  This is on the heels of a 31 month expansion hot

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financial software training

Financial Planning Classes with Stephen

Financial Planning Classes with Stephen Already have an Account? Log in to your account Sign Up First Time? Sign up for our special Introductory Class We’ll help you get started, so you can make the most of the software and this fantastic opportunity to work with Stephen. Enroll here for online training classes Classes Every

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guide to federal employees benefit milestones

Key Milestones in the Career of a Federal Employee

Key Milestones in the Career of a Federal Employee I’ve seen it many times.  Federal employees who thought they would only spend a few years as a Fed and move on, only to find themselves still a Fed 20+ years down the road.  This unintentional floating along in a Federal job can be transformed into

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webinar on financial advice federal

Live Webinar: Do you need a Trust?

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 all your estate planning needs Join me in my next webinar to

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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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do i need life insurance

Webinar: FEGLI, Survivor Benefits, or Self-Insurance?

Do you need life insurance?  I know some people assume life insurance is a ‘must have’, but is it?    And if you do need life insurance, how much?  And which type of life insurance is the best? Close analysis of this topic will show that your insurance needs change over time.   Join me

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